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 | $15,801 | $55,453-71.5% | $170,442-90.7% | $62,292-74.6% |
| Participation rate | 30.4% | 66.4%-36.0pp | 83.6%-53.2pp | 69.5%-39.1pp |
| Annual return | 13.30% | 21.38%-8.1pp | 205.93%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,354 | $2,303-41.2% | $4,939-72.6% | $3,169-57.3% |
| Admin fee / account holder | $2,830 | $455+522.0% | $13,880-79.6% | $479+490.5% |