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 | $11,405 | $48,230-76.4% | $67,502-83.1% | $80,856-85.9% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.6%-2.9pp |
| Annual return | 16.46% | 18.28%-1.8pp | 3512.12%-3495.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,129 | $2,924-61.4% | $4,000-71.8% | $4,296-73.7% |
| Admin fee / account holder | $1,804 | $3,681-51.0% | $3,998-54.9% | $6,918-73.9% |