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 | $16,963 | $127,264-86.7% | $109,895-84.6% | $167,490-89.9% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.2%-38.9pp | 82.1%-46.8pp |
| Annual return | 16.77% | 22.97%-6.2pp | 29.45%-12.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $410 | $3,322-87.7% | $2,842-85.6% | $4,837-91.5% |
| Participant deferral / active EE | $1,892 | $4,514-58.1% | $4,048-53.3% | $6,341-70.2% |
| Admin fee / account holder | $333 | $7,114-95.3% | $6,066-94.5% | $12,309-97.3% |