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 | $40,426 | $53,516-24.5% | $126,539-68.1% | $84,808-52.3% |
| Participation rate | 33.7% | 58.2%-24.6pp | 69.8%-36.1pp | 68.3%-34.6pp |
| Annual return | 19.87% | 58.34%-38.5pp | 425.95%-406.1pp | 40.90%-21.0pp |
| Employer contribution / active EE | $631 | $1,535-58.9% | $3,674-82.8% | $2,631-76.0% |
| Participant deferral / active EE | $1,905 | $2,671-28.7% | $4,083-53.3% | $4,212-54.8% |
| Admin fee / account holder | $2,644 | $4,497-41.2% | $6,065-56.4% | $7,344-64.0% |