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 5-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 | $33,180 | $53,516-38.0% | $126,539-73.8% | $84,808-60.9% |
| Participation rate | 25.7% | 58.2%-32.5pp | 69.8%-44.1pp | 68.3%-42.6pp |
| Annual return | 23.93% | 58.34%-34.4pp | 425.95%-402.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,058 | $2,671+14.5% | $4,083-25.1% | $4,212-27.4% |
| Admin fee / account holder | $1,293 | $4,497-71.2% | $6,065-78.7% | $7,344-82.4% |