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 | $27,625 | $85,766-67.8% | $136,294-79.7% | $70,131-60.6% |
| Participation rate | 48.5% | 74.2%-25.7pp | 81.9%-33.4pp | 69.5%-21.1pp |
| Annual return | 19.26% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,010 | $2,966-66.0% | $4,695-78.5% | $2,342-56.9% |
| Participant deferral / active EE | $2,409 | $5,051-52.3% | $6,247-61.4% | $3,332-27.7% |
| Admin fee / account holder | $356 | $5,420-93.4% | $9,243-96.2% | $4,645-92.3% |