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 5-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 | $18,287 | $56,053-67.4% | $75,972-75.9% | $80,856-77.4% |
| Participation rate | 40.0% | 62.0%-22.0pp | 69.1%-29.1pp | 67.6%-27.6pp |
| Annual return | 13.05% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,302 | $1,874-30.5% | $2,685-51.5% | $2,755-52.7% |
| Participant deferral / active EE | $2,116 | $3,052-30.7% | $4,255-50.3% | $4,296-50.7% |
| Admin fee / account holder | $2,676 | $5,234-48.9% | $6,467-58.6% | $6,918-61.3% |