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 | $28,561 | $48,795-41.5% | $65,493-56.4% | $84,808-66.3% |
| Participation rate | 58.3% | 67.0%-8.6pp | 73.1%-14.8pp | 68.3%-10.0pp |
| Annual return | 17.48% | 20.20%-2.7pp | 982.45%-965.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,639 | $1,930-15.1% | $2,574-36.3% | $2,631-37.7% |
| Participant deferral / active EE | $3,608 | $2,928+23.2% | $3,961-8.9% | $4,212-14.3% |
| Admin fee / account holder | $1,980 | $3,877-48.9% | $5,028-60.6% | $7,344-73.0% |