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 | $27,441 | $54,705-49.8% | $71,209-61.5% | $84,808-67.6% |
| Participation rate | 39.5% | 64.1%-24.5pp | 73.8%-34.2pp | 68.3%-28.8pp |
| Annual return | 25.18% | 35.90%-10.7pp | 282.51%-257.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $434 | $2,158-79.9% | $2,721-84.0% | $2,631-83.5% |
| Participant deferral / active EE | $851 | $3,030-71.9% | $4,175-79.6% | $4,212-79.8% |
| Admin fee / account holder | $387 | $4,863-92.0% | $5,349-92.8% | $7,344-94.7% |