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 | $29,543 | $51,576-42.7% | $129,207-77.1% | $80,856-63.5% |
| Participation rate | 39.1% | 57.0%-17.9pp | 69.6%-30.5pp | 67.6%-28.6pp |
| Annual return | 12.13% | 20.81%-8.7pp | 9417.33%-9405.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $635 | $1,584-59.9% | $4,153-84.7% | $2,755-77.0% |
| Participant deferral / active EE | $1,693 | $2,669-36.5% | $4,168-59.4% | $4,296-60.6% |
| Admin fee / account holder | $10,322 | $4,305+139.8% | $7,715+33.8% | $6,918+49.2% |