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 | $19,975 | $77,899-74.4% | $149,673-86.7% | $75,163-73.4% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-30.9pp | 67.2%-19.4pp |
| Annual return | 17.01% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,043 | $3,137-66.8% | $4,818-78.4% | $2,670-60.9% |
| Participant deferral / active EE | $1,580 | $3,411-53.7% | $5,680-72.2% | $4,125-61.7% |
| Admin fee / account holder | $713 | $5,956-88.0% | $13,210-94.6% | $5,651-87.4% |