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 | $32,044 | $49,173-34.8% | $121,098-73.5% | $75,163-57.4% |
| Participation rate | 24.2% | 55.4%-31.1pp | 69.5%-45.2pp | 67.2%-42.9pp |
| Annual return | 25.87% | 55.99%-30.1pp | 985.75%-959.9pp | 160.62%-134.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,517 | $2,628-42.3% | $4,080-62.8% | $4,125-63.2% |
| Admin fee / account holder | $1,117 | $3,942-71.7% | $5,644-80.2% | $5,651-80.2% |