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 | $26,860 | $49,922-46.2% | $80,569-66.7% | $75,163-64.3% |
| Participation rate | 21.6% | 55.3%-33.7pp | 67.0%-45.4pp | 67.2%-45.6pp |
| Annual return | 17.05% | 34.69%-17.6pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,146 | $2,990-28.3% | $4,447-51.8% | $4,125-48.0% |
| Admin fee / account holder | $3,412 | $3,577-4.6% | $5,377-36.6% | $5,651-39.6% |