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 | $28,918 | $89,355-67.6% | $141,162-79.5% | $72,985-60.4% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 29.79% | 111.85%-82.1pp | 71.39%-41.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $1,976 | $3,114-36.6% | $4,735-58.3% | $2,440-19.0% |
| Participant deferral / active EE | $6,311 | $5,418+16.5% | $6,709-5.9% | $3,607+75.0% |
| Admin fee / account holder | $953 | $5,958-84.0% | $10,261-90.7% | $5,124-81.4% |