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 | $25,930 | $84,233-69.2% | $170,442-84.8% | $70,131-63.0% |
| Participation rate | 42.6% | 70.8%-28.3pp | 83.6%-41.0pp | 69.5%-27.0pp |
| Annual return | 12.31% | 23.06%-10.7pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $920 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $527 | $5,698-90.7% | $13,880-96.2% | $4,645-88.7% |