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 | $24,413 | $48,230-49.4% | $67,502-63.8% | $80,856-69.8% |
| Participation rate | 30.3% | 66.4%-36.1pp | 72.9%-42.6pp | 67.6%-37.3pp |
| Annual return | 14.98% | 18.28%-3.3pp | 3512.12%-3497.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,514 | $2,924-48.2% | $4,000-62.1% | $4,296-64.8% |
| Admin fee / account holder | $2,732 | $3,681-25.8% | $3,998-31.6% | $6,918-60.5% |