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 | $15,455 | $48,795-68.3% | $65,493-76.4% | $84,808-81.8% |
| Participation rate | 60.5% | 67.0%-6.5pp | 73.1%-12.6pp | 68.3%-7.8pp |
| Annual return | 14.71% | 20.20%-5.5pp | 982.45%-967.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,434 | $1,930-25.7% | $2,574-44.3% | $2,631-45.5% |
| Participant deferral / active EE | $2,126 | $2,928-27.4% | $3,961-46.3% | $4,212-49.5% |
| Admin fee / account holder | $4,990 | $3,877+28.7% | $5,028-0.8% | $7,344-32.1% |