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 8-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 | $23,687 | $104,664-77.4% | $85,682-72.4% | $167,490-85.9% |
| Participation rate | 21.4% | 76.4%-54.9pp | 69.9%-48.4pp | 82.1%-60.7pp |
| Annual return | 22.86% | 21.45%+1.4pp | 21.49%+1.4pp | 478.56%-455.7pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,201 | $4,824-54.4% | $3,923-43.9% | $6,341-65.3% |
| Admin fee / account holder | $4,134 | $10,032-58.8% | $6,873-39.9% | $12,309-66.4% |