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 | $29,007 | $65,395-55.6% | $182,532-84.1% | $72,985-60.3% |
| Participation rate | 42.3% | 65.4%-23.1pp | 78.0%-35.7pp | 69.5%-27.2pp |
| Annual return | 20.03% | 27.68%-7.6pp | 148.54%-128.5pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,269 | $3,563-36.3% | $5,524-58.9% | $3,607-37.1% |
| Admin fee / account holder | $3,136 | $4,245-26.1% | $8,592-63.5% | $5,124-38.8% |