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 | $14,605 | $95,416-84.7% | $185,823-92.1% | $85,850-83.0% |
| Participation rate | 59.3% | 68.8%-9.4pp | 81.7%-22.4pp | 69.3%-10.0pp |
| Annual return | 11.84% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,312 | $3,423-61.7% | $5,568-76.4% | $3,952-66.8% |
| Admin fee / account holder | $3,226 | $7,213-55.3% | $16,237-80.1% | $6,260-48.5% |