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 | $14,973 | $84,233-82.2% | $170,442-91.2% | $70,131-78.6% |
| Participation rate | 22.2% | 70.8%-48.6pp | 83.6%-61.4pp | 69.5%-47.3pp |
| Annual return | 19.17% | 23.06%-3.9pp | 205.93%-186.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,210 | $3,086-28.4% | $4,939-55.3% | $3,332-33.7% |
| Admin fee / account holder | $492 | $5,698-91.4% | $13,880-96.5% | $4,645-89.4% |