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 7-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 | $13,107 | $49,915-73.7% | $154,803-91.5% | $74,304-82.4% |
| Participation rate | 30.9% | 54.0%-23.0pp | 78.1%-47.1pp | 60.3%-29.4pp |
| Annual return | 21.90% | 34.06%-12.2pp | 58.88%-37.0pp | 29.43%-7.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,038 | $2,255-54.0% | $5,540-81.3% | $3,767-72.5% |
| Admin fee / account holder | $2,300 | $2,189+5.1% | $14,329-84.0% | $2,969-22.5% |