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 | $17,136 | $84,233-79.7% | $170,442-89.9% | $70,131-75.6% |
| Participation rate | 35.4% | 70.8%-35.4pp | 83.6%-48.2pp | 69.5%-34.1pp |
| Annual return | 16.88% | 23.06%-6.2pp | 205.93%-189.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,070 | $3,086-32.9% | $4,939-58.1% | $3,332-37.9% |
| Admin fee / account holder | $406 | $5,698-92.9% | $13,880-97.1% | $4,645-91.3% |