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 | $18,366 | $85,202-78.4% | $172,739-89.4% | $72,985-74.8% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 29.63% | 27.32%+2.3pp | 802.84%-773.2pp | 81.00%-51.4pp |
| Employer contribution / active EE | $831 | $3,324-75.0% | $5,143-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,893 | $3,260-41.9% | $5,198-63.6% | $3,607-47.5% |
| Admin fee / account holder | $997 | $5,884-83.1% | $13,954-92.9% | $5,124-80.5% |