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 | $32,111 | $55,415-42.1% | $155,509-79.4% | $74,495-56.9% |
| Participation rate | 21.3% | 61.9%-40.6pp | 78.2%-56.9pp | 67.2%-45.9pp |
| Annual return | 15.89% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $896 | $2,836-68.4% | $5,626-84.1% | $4,346-79.4% |
| Admin fee / account holder | $502 | $1,738-71.1% | $15,912-96.8% | $1,942-74.2% |