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 | $26,627 | $163,264-83.7% | $155,509-82.9% | - |
| Participation rate | 27.3% | 62.7%-35.4pp | 78.2%-50.9pp | - |
| Annual return | 16.30% | 19.38%-3.1pp | 64.67%-48.4pp | - |
| Employer contribution / active EE | $0 | $2,490-100.0% | $4,672-100.0% | - |
| Participant deferral / active EE | $2,621 | $2,914-10.1% | $5,626-53.4% | - |
| Admin fee / account holder | $2,111 | $96,217-97.8% | $15,912-86.7% | - |