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 | $22,335 | $102,966-78.3% | $90,281-75.3% | $152,861-85.4% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.4%-29.8pp |
| Annual return | 25.58% | 95.16%-69.6pp | 78.10%-52.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,048 | $4,281-28.8% | $3,885-21.6% | $5,850-47.9% |
| Admin fee / account holder | $364 | $6,171-94.1% | $5,351-93.2% | $11,596-96.9% |