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 | $28,035 | $79,694-64.8% | $96,139-70.8% | $79,386-64.7% |
| Participation rate | 22.3% | 54.0%-31.7pp | 68.4%-46.1pp | 70.7%-48.4pp |
| Annual return | 17.53% | 40.84%-23.3pp | 191.94%-174.4pp | 116.85%-99.3pp |
| Employer contribution / active EE | $0 | $1,443-100.0% | $2,797-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,615 | $2,539+3.0% | $4,349-39.9% | $4,046-35.4% |
| Admin fee / account holder | $911 | $630+44.5% | $5,537-83.5% | $626+45.4% |