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 | $25,767 | $109,327-76.4% | $89,391-71.2% | $158,922-83.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.39% | 345.68%-328.3pp | 245.62%-228.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $378 | $3,170-88.1% | $2,586-85.4% | $4,761-92.1% |
| Participant deferral / active EE | $1,677 | $4,598-63.5% | $3,890-56.9% | $5,982-72.0% |
| Admin fee / account holder | $309 | $6,153-95.0% | $4,881-93.7% | $11,246-97.3% |