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 | $31,262 | $98,750-68.3% | $149,696-79.1% | $79,858-60.9% |
| Participation rate | 68.8% | 75.8%-6.9pp | 82.5%-13.6pp | 69.6%-0.8pp |
| Annual return | 14.41% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $604 | $3,216-81.2% | $4,644-87.0% | $2,471-75.6% |
| Participant deferral / active EE | $6,660 | $5,680+17.3% | $6,842-2.7% | $3,740+78.1% |
| Admin fee / account holder | $2,408 | $6,053-60.2% | $9,309-74.1% | $5,306-54.6% |