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 | $20,908 | $127,264-83.6% | $109,895-81.0% | $167,490-87.5% |
| Participation rate | 31.6% | 77.9%-46.3pp | 74.2%-42.6pp | 82.1%-50.5pp |
| Annual return | 11.15% | 22.97%-11.8pp | 29.45%-18.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $467 | $3,322-86.0% | $2,842-83.6% | $4,837-90.4% |
| Participant deferral / active EE | $1,557 | $4,514-65.5% | $4,048-61.5% | $6,341-75.5% |
| Admin fee / account holder | $18,079 | $7,114+154.1% | $6,066+198.0% | $12,309+46.9% |