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 | $21,321 | $74,888-71.5% | $71,209-70.1% | $142,382-85.0% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 15.37% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,780 | $2,854-37.6% | $2,721-34.6% | $4,299-58.6% |
| Participant deferral / active EE | $2,063 | $4,454-53.7% | $4,175-50.6% | $6,507-68.3% |
| Admin fee / account holder | $2,116 | $5,568-62.0% | $5,349-60.4% | $12,624-83.2% |