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 | $34,039 | $91,037-62.6% | $71,671-52.5% | $147,584-76.9% |
| Participation rate | 61.9% | 76.1%-14.2pp | 68.7%-6.8pp | 82.8%-20.9pp |
| Annual return | 14.46% | 20.48%-6.0pp | 20.65%-6.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,378 | $4,498-47.1% | $3,438-30.8% | $5,439-56.3% |
| Admin fee / account holder | $402 | $8,613-95.3% | $5,558-92.8% | $10,885-96.3% |