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 | $22,734 | $89,355-74.6% | $141,162-83.9% | $72,985-68.9% |
| Participation rate | 57.1% | 75.1%-18.0pp | 82.5%-25.3pp | 69.5%-12.3pp |
| Annual return | 28.72% | 111.85%-83.1pp | 71.39%-42.7pp | 81.00%-52.3pp |
| Employer contribution / active EE | $2,078 | $3,114-33.3% | $4,735-56.1% | $2,440-14.8% |
| Participant deferral / active EE | $4,284 | $5,418-20.9% | $6,709-36.1% | $3,607+18.8% |
| Admin fee / account holder | $1,238 | $5,958-79.2% | $10,261-87.9% | $5,124-75.8% |