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 | $42,809 | $51,576-17.0% | $129,207-66.9% | $80,856-47.1% |
| Participation rate | 22.7% | 57.0%-34.3pp | 69.6%-46.9pp | 67.6%-45.0pp |
| Annual return | 18.37% | 20.81%-2.4pp | 9417.33%-9399.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $394 | $1,584-75.1% | $4,153-90.5% | $2,755-85.7% |
| Participant deferral / active EE | $957 | $2,669-64.1% | $4,168-77.0% | $4,296-77.7% |
| Admin fee / account holder | $2,640 | $4,305-38.7% | $7,715-65.8% | $6,918-61.8% |