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 | $23,534 | $64,839-63.7% | $95,585-75.4% | $84,808-72.3% |
| Participation rate | 56.3% | 63.8%-7.6pp | 72.1%-15.8pp | 68.3%-12.1pp |
| Annual return | 13.29% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,327 | $1,759-24.5% | $2,527-47.5% | $2,631-49.6% |
| Participant deferral / active EE | $1,950 | $2,965-34.2% | $4,023-51.5% | $4,212-53.7% |
| Admin fee / account holder | $1,765 | $5,964-70.4% | $6,127-71.2% | $7,344-76.0% |