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 | $24,032 | $72,012-66.6% | $185,823-87.1% | $79,858-69.9% |
| Participation rate | 57.7% | 65.8%-8.1pp | 78.0%-20.3pp | 69.6%-11.9pp |
| Annual return | 15.38% | 23.12%-7.7pp | 35.95%-20.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,743 | $3,779-53.9% | $5,632-69.1% | $3,740-53.4% |
| Admin fee / account holder | $2,387 | $4,513-47.1% | $9,500-74.9% | $5,306-55.0% |