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 | $36,295 | $48,795-25.6% | $65,493-44.6% | $84,808-57.2% |
| Participation rate | 30.4% | 67.0%-36.6pp | 73.1%-42.7pp | 68.3%-38.0pp |
| Annual return | 15.06% | 20.20%-5.1pp | 982.45%-967.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $624 | $1,930-67.7% | $2,574-75.8% | $2,631-76.3% |
| Participant deferral / active EE | $1,958 | $2,928-33.1% | $3,961-50.6% | $4,212-53.5% |
| Admin fee / account holder | $808 | $3,877-79.2% | $5,028-83.9% | $7,344-89.0% |