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 | $14,956 | $77,419-80.7% | $69,455-78.5% | $152,861-90.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 74.6%-10.3pp | 82.4%-18.2pp |
| Annual return | 21.80% | 39.06%-17.3pp | 28.97%-7.2pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,242 | $3,315-62.6% | $2,779-55.3% | $4,762-73.9% |
| Participant deferral / active EE | $2,663 | $4,414-39.7% | $3,535-24.7% | $5,850-54.5% |
| Admin fee / account holder | $1,927 | $6,207-68.9% | $3,839-49.8% | $11,596-83.4% |