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 | $41,923 | $165,912-74.7% | $122,332-65.7% | $147,584-71.6% |
| Participation rate | 57.1% | 79.6%-22.4pp | 71.6%-14.5pp | 82.8%-25.7pp |
| Annual return | 12.61% | 34.55%-21.9pp | 30.27%-17.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,387 | $4,005-15.4% | $3,287+3.0% | $5,439-37.7% |
| Admin fee / account holder | $1,507 | $7,424-79.7% | $5,478-72.5% | $10,885-86.2% |