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 | $34,605 | $85,202-59.4% | $172,739-80.0% | $72,985-52.6% |
| Participation rate | 40.0% | 70.1%-30.1pp | 82.6%-42.6pp | 69.5%-29.5pp |
| Annual return | 23.27% | 27.32%-4.1pp | 802.84%-779.6pp | 81.00%-57.7pp |
| Employer contribution / active EE | $460 | $3,324-86.2% | $5,143-91.1% | $2,440-81.2% |
| Participant deferral / active EE | $1,300 | $3,260-60.1% | $5,198-75.0% | $3,607-64.0% |
| Admin fee / account holder | $375 | $5,884-93.6% | $13,954-97.3% | $5,124-92.7% |