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 | $38,655 | $77,419-50.1% | $69,455-44.3% | $152,861-74.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 74.6%-17.5pp | 82.4%-25.3pp |
| Annual return | 21.00% | 39.06%-18.1pp | 28.97%-8.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $442 | $3,315-86.7% | $2,779-84.1% | $4,762-90.7% |
| Participant deferral / active EE | $1,383 | $4,414-68.7% | $3,535-60.9% | $5,850-76.4% |
| Admin fee / account holder | $15,592 | $6,207+151.2% | $3,839+306.1% | $11,596+34.5% |