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 | $41,272 | $95,416-56.7% | $185,823-77.8% | $85,850-51.9% |
| Participation rate | 23.9% | 68.8%-44.9pp | 81.7%-57.8pp | 69.3%-45.5pp |
| Annual return | 15.58% | 23.59%-8.0pp | 122.05%-106.5pp | 318.53%-302.9pp |
| Employer contribution / active EE | $591 | $3,314-82.2% | $5,167-88.6% | $2,565-77.0% |
| Participant deferral / active EE | $1,498 | $3,423-56.2% | $5,568-73.1% | $3,952-62.1% |
| Admin fee / account holder | $7,148 | $7,213-0.9% | $16,237-56.0% | $6,260+14.2% |