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 | $21,763 | $85,202-74.5% | $172,739-87.4% | $72,985-70.2% |
| Participation rate | 64.9% | 70.1%-5.2pp | 82.6%-17.7pp | 69.5%-4.6pp |
| Annual return | 21.14% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,463 | $3,324-56.0% | $5,143-71.6% | $2,440-40.1% |
| Participant deferral / active EE | $4,228 | $3,260+29.7% | $5,198-18.7% | $3,607+17.2% |
| Admin fee / account holder | $599 | $5,884-89.8% | $13,954-95.7% | $5,124-88.3% |