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 | $25,172 | $63,861-60.6% | $104,607-75.9% | $79,858-68.5% |
| Participation rate | 61.5% | 64.9%-3.4pp | 74.1%-12.5pp | 69.6%-8.1pp |
| Annual return | 12.69% | 21.30%-8.6pp | 340.46%-327.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,400 | $1,588-11.9% | $2,681-47.8% | $2,471-43.3% |
| Participant deferral / active EE | $1,961 | $2,693-27.2% | $3,740-47.5% | $3,740-47.6% |
| Admin fee / account holder | $2,634 | $4,185-37.1% | $6,473-59.3% | $5,306-50.4% |