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 | $33,784 | $89,753-62.4% | $107,525-68.6% | $84,808-60.2% |
| Participation rate | 36.3% | 68.1%-31.8pp | 75.1%-38.8pp | 68.3%-32.1pp |
| Annual return | 16.29% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,048 | $3,113-66.3% | $3,754-72.1% | $2,631-60.2% |
| Participant deferral / active EE | $2,173 | $4,056-46.4% | $5,116-57.5% | $4,212-48.4% |
| Admin fee / account holder | $4,637 | $7,222-35.8% | $8,919-48.0% | $7,344-36.9% |