See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,518 | $51,576-50.5% | $129,207-80.3% | $80,856-68.4% |
| Participation rate | 24.1% | 57.0%-32.8pp | 69.6%-45.5pp | 67.6%-43.5pp |
| Annual return | 16.15% | 20.81%-4.7pp | 9417.33%-9401.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $831 | $2,669-68.9% | $4,168-80.1% | $4,296-80.7% |
| Admin fee / account holder | $1,283 | $4,305-70.2% | $7,715-83.4% | $6,918-81.5% |