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 | $27,279 | $69,515-60.8% | $86,874-68.6% | $85,850-68.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 71.6%-21.6pp | 69.3%-19.3pp |
| Annual return | 14.91% | 20.12%-5.2pp | 63.52%-48.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $811 | $1,880-56.8% | $2,495-67.5% | $2,565-68.4% |
| Participant deferral / active EE | $1,643 | $2,919-43.7% | $3,699-55.6% | $3,952-58.4% |
| Admin fee / account holder | $1,553 | $5,972-74.0% | $5,828-73.4% | $6,260-75.2% |