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 | $12,311 | $59,097-79.2% | $82,389-85.1% | $74,304-83.4% |
| Participation rate | 19.2% | 52.8%-33.5pp | 69.5%-50.3pp | 60.3%-41.1pp |
| Annual return | 21.64% | 22.85%-1.2pp | 28.67%-7.0pp | 29.43%-7.8pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $900 | $2,775-67.6% | $4,155-78.3% | $3,767-76.1% |
| Admin fee / account holder | $1,174 | $4,489-73.9% | $7,231-83.8% | $2,969-60.5% |