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 | $24,060 | $96,557-75.1% | $80,975-70.3% | $273,961-91.2% |
| Participation rate | 36.4% | 79.1%-42.7pp | 75.8%-39.4pp | 83.0%-46.7pp |
| Annual return | 17.17% | 15.14%+2.0pp | 17.10%+0.1pp | 41.45%-24.3pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,255 | $6,598-35.5% | $5,696-25.3% | $5,287-19.5% |
| Admin fee / account holder | $3,897 | $7,492-48.0% | $5,516-29.3% | $10,132-61.5% |