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 | $28,445 | $176,377-83.9% | $134,143-78.8% | $158,922-82.1% |
| Participation rate | 54.5% | 78.7%-24.2pp | 72.2%-17.6pp | 82.0%-27.4pp |
| Annual return | 18.72% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $345 | $5,040-93.2% | $3,704-90.7% | $4,761-92.8% |
| Participant deferral / active EE | $1,577 | $4,091-61.5% | $3,499-54.9% | $5,982-73.6% |
| Admin fee / account holder | $368 | $8,718-95.8% | $6,684-94.5% | $11,246-96.7% |