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 | $13,331 | $51,576-74.2% | $129,207-89.7% | $80,856-83.5% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 13.07% | 20.81%-7.7pp | 9417.33%-9404.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $731 | $1,584-53.8% | $4,153-82.4% | $2,755-73.5% |
| Participant deferral / active EE | $2,176 | $2,669-18.5% | $4,168-47.8% | $4,296-49.3% |
| Admin fee / account holder | $2,708 | $4,305-37.1% | $7,715-64.9% | $6,918-60.9% |