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 | $23,225 | $104,664-77.8% | $85,682-72.9% | $167,490-86.1% |
| Participation rate | 35.0% | 76.4%-41.4pp | 69.9%-34.9pp | 82.1%-47.1pp |
| Annual return | 15.67% | 21.45%-5.8pp | 21.49%-5.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,270 | $3,337-62.0% | $2,618-51.5% | $4,837-73.8% |
| Participant deferral / active EE | $2,668 | $4,824-44.7% | $3,923-32.0% | $6,341-57.9% |
| Admin fee / account holder | $1,360 | $10,032-86.4% | $6,873-80.2% | $12,309-89.0% |