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 | $24,641 | $63,355-61.1% | $91,989-73.2% | $72,985-66.2% |
| Participation rate | 58.5% | 72.5%-14.0pp | 78.6%-20.1pp | 69.5%-11.0pp |
| Annual return | 34.54% | 35.35%-0.8pp | 69.02%-34.5pp | 81.00%-46.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,550 | $4,883+34.1% | $5,923+10.6% | $3,607+81.6% |
| Admin fee / account holder | $970 | $4,668-79.2% | $7,743-87.5% | $5,124-81.1% |