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 | $24,919 | $51,576-51.7% | $129,207-80.7% | $80,856-69.2% |
| Participation rate | 40.3% | 57.0%-16.7pp | 69.6%-29.4pp | 67.6%-27.4pp |
| Annual return | 17.27% | 20.81%-3.5pp | 9417.33%-9400.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,357 | $2,669-49.2% | $4,168-67.4% | $4,296-68.4% |
| Admin fee / account holder | $1,138 | $4,305-73.6% | $7,715-85.2% | $6,918-83.6% |