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 | $21,461 | $61,156-64.9% | $185,823-88.5% | $79,386-73.0% |
| Participation rate | 54.9% | 66.6%-11.7pp | 81.7%-26.8pp | 70.7%-15.8pp |
| Annual return | 15.71% | 19.45%-3.7pp | 122.05%-106.3pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,984 | $2,321-14.5% | $5,167-61.6% | $2,427-18.3% |
| Participant deferral / active EE | $2,389 | $2,789-14.3% | $5,568-57.1% | $4,046-40.9% |
| Admin fee / account holder | $398 | $710-43.9% | $16,237-97.5% | $626-36.4% |