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 | $21,974 | $111,754-80.3% | $103,333-78.7% | $145,922-84.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 13.33% | 24.77%-11.4pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,145 | $4,212-72.8% | $3,868-70.4% | $4,660-75.4% |
| Participant deferral / active EE | $1,878 | $5,619-66.6% | $5,057-62.9% | $6,688-71.9% |
| Admin fee / account holder | $443 | $9,750-95.5% | $8,355-94.7% | $13,397-96.7% |