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 | $31,772 | $102,616-69.0% | $81,983-61.2% | $158,922-80.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 6.38% | 61.04%-54.7pp | 41.31%-34.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $522 | $3,240-83.9% | $2,498-79.1% | $4,761-89.0% |
| Participant deferral / active EE | $1,511 | $4,648-67.5% | $3,722-59.4% | $5,982-74.7% |
| Admin fee / account holder | $32,946 | $8,235+300.1% | $5,664+481.7% | $11,246+193.0% |