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 | $30,314 | $70,606-57.1% | $53,898-43.8% | $142,382-78.7% |
| Participation rate | 35.3% | 63.7%-28.4pp | 55.0%-19.7pp | 80.1%-44.8pp |
| Annual return | 13.17% | 619.81%-606.6pp | 528.60%-515.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,262 | $2,364-4.3% | $1,826+23.8% | $6,507-65.2% |
| Admin fee / account holder | $6,653 | $2,852+133.3% | $2,491+167.1% | $12,624-47.3% |