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 | $27,527 | $41,078-33.0% | $80,569-65.8% | $71,457-61.5% |
| Participation rate | 19.4% | 50.2%-30.8pp | 67.0%-47.6pp | 67.9%-48.5pp |
| Annual return | 15.49% | 38.45%-23.0pp | 935.43%-919.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $820 | $1,506-45.6% | $2,723-69.9% | $2,588-68.3% |
| Participant deferral / active EE | $2,463 | $2,699-8.8% | $4,447-44.6% | $4,289-42.6% |
| Admin fee / account holder | $10,097 | $1,840+448.6% | $5,377+87.8% | $1,587+536.1% |