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 | $30,866 | $56,114-45.0% | $96,139-67.9% | $85,850-64.0% |
| Participation rate | 19.4% | 56.7%-37.4pp | 68.4%-49.1pp | 69.3%-50.0pp |
| Annual return | 15.03% | 42.30%-27.3pp | 191.94%-176.9pp | 318.53%-303.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,015 | $2,859-29.5% | $4,349-53.7% | $3,952-49.0% |
| Admin fee / account holder | $2,092 | $3,768-44.5% | $5,537-62.2% | $6,260-66.6% |