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 6-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 | $26,409 | $31,310-15.7% | $53,898-51.0% | $74,304-64.5% |
| Participation rate | 44.0% | 30.7%+13.4pp | 55.0%-10.9pp | 60.3%-16.3pp |
| Annual return | 17.94% | 23.16%-5.2pp | 528.60%-510.7pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,048 | $450+133.0% | $932+12.4% | $2,241-53.2% |
| Participant deferral / active EE | $2,044 | $934+118.8% | $1,826+11.9% | $3,767-45.7% |
| Admin fee / account holder | $2,704 | $2,175+24.3% | $2,491+8.6% | $2,969-8.9% |