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 8-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 | $21,142 | $67,984-68.9% | $65,493-67.7% | $74,304-71.5% |
| Participation rate | 40.1% | 66.3%-26.2pp | 73.1%-32.9pp | 60.3%-20.2pp |
| Annual return | 27.17% | 19.87%+7.3pp | 982.45%-955.3pp | 29.43%-2.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,610 | $3,346-51.9% | $3,961-59.4% | $3,767-57.3% |
| Admin fee / account holder | $408 | $1,373-70.3% | $5,028-91.9% | $2,969-86.3% |