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 9-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 | $15,039 | $84,233-82.1% | $170,442-91.2% | $70,131-78.6% |
| Participation rate | 29.3% | 70.8%-41.5pp | 83.6%-54.3pp | 69.5%-40.2pp |
| Annual return | 42.29% | 23.06%+19.2pp | 205.93%-163.6pp | 73.14%-30.9pp |
| Employer contribution / active EE | $521 | $3,387-84.6% | $5,433-90.4% | $2,342-77.7% |
| Participant deferral / active EE | $1,044 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $1,601 | $5,698-71.9% | $13,880-88.5% | $4,645-65.5% |