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 | $24,263 | $85,766-71.7% | $136,294-82.2% | $70,131-65.4% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.7pp | 69.5%-10.4pp |
| Annual return | 19.05% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $641 | $2,966-78.4% | $4,695-86.4% | $2,342-72.7% |
| Participant deferral / active EE | $2,339 | $5,051-53.7% | $6,247-62.6% | $3,332-29.8% |
| Admin fee / account holder | $1,528 | $5,420-71.8% | $9,243-83.5% | $4,645-67.1% |