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 | $15,728 | $91,037-82.7% | $71,671-78.1% | $147,584-89.3% |
| Participation rate | 45.5% | 76.1%-30.7pp | 68.7%-23.3pp | 82.8%-37.4pp |
| Annual return | 21.24% | 20.48%+0.8pp | 20.65%+0.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,114 | $3,327-66.5% | $2,460-54.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,970 | $4,498-56.2% | $3,438-42.7% | $5,439-63.8% |
| Admin fee / account holder | $3,219 | $8,613-62.6% | $5,558-42.1% | $10,885-70.4% |