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 | $21,423 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.6pp |
| Annual return | 7.69% | 30.32%-22.6pp | 735.12%-727.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $514 | $3,351-84.7% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $1,344 | $3,175-57.7% | $5,081-73.5% | $3,470-61.3% |
| Admin fee / account holder | $5,559 | $5,596-0.7% | $13,411-58.5% | $4,888+13.7% |