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 | $28,798 | $34,308-16.1% | $74,701-61.4% | $72,985-60.5% |
| Participation rate | 19.0% | 42.4%-23.3pp | 54.5%-35.4pp | 69.5%-50.4pp |
| Annual return | 24.31% | 26.58%-2.3pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $439 | $692-36.5% | $1,084-59.5% | $2,440-82.0% |
| Participant deferral / active EE | $1,301 | $1,271+2.4% | $1,964-33.7% | $3,607-63.9% |
| Admin fee / account holder | $1,229 | $2,124-42.1% | $3,333-63.1% | $5,124-76.0% |