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 | $20,547 | $91,190-77.5% | $178,490-88.5% | $79,858-74.3% |
| Participation rate | 53.2% | 69.2%-16.0pp | 81.9%-28.7pp | 69.6%-16.4pp |
| Annual return | 15.20% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $834 | $3,256-74.4% | $5,011-83.4% | $2,471-66.2% |
| Participant deferral / active EE | $1,181 | $3,236-63.5% | $5,202-77.3% | $3,740-68.4% |
| Admin fee / account holder | $2,140 | $6,751-68.3% | $13,984-84.7% | $5,306-59.7% |