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 | $32,793 | $53,053-38.2% | $126,539-74.1% | $74,304-55.9% |
| Participation rate | 22.3% | 48.0%-25.7pp | 69.8%-47.5pp | 60.3%-38.0pp |
| Annual return | 13.63% | 29.46%-15.8pp | 425.95%-412.3pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $759 | $2,303-67.1% | $4,083-81.4% | $3,767-79.9% |
| Admin fee / account holder | $2,765 | $3,698-25.2% | $6,065-54.4% | $2,969-6.9% |