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 | $19,881 | $127,264-84.4% | $109,895-81.9% | $167,490-88.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 14.89% | 22.97%-8.1pp | 29.45%-14.6pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,097 | $3,322-67.0% | $2,842-61.4% | $4,837-77.3% |
| Participant deferral / active EE | $8,519 | $4,514+88.7% | $4,048+110.4% | $6,341+34.3% |
| Admin fee / account holder | $7,042 | $7,114-1.0% | $6,066+16.1% | $12,309-42.8% |