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 | $29,164 | $56,199-48.1% | $67,652-56.9% | $59,632-51.1% |
| Participation rate | 55.8% | 71.5%-15.6pp | 75.7%-19.8pp | 68.7%-12.8pp |
| Annual return | 2.84% | 18505.31%-18502.5pp | 6625.04%-6622.2pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,114 | $1,614-31.0% | $2,266-50.8% | $2,203-49.4% |
| Participant deferral / active EE | $2,259 | $2,844-20.5% | $3,560-36.5% | $3,192-29.2% |
| Admin fee / account holder | $1,899 | $3,958-52.0% | $4,821-60.6% | $4,297-55.8% |