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 | $21,687 | $65,561-66.9% | $86,188-74.8% | $75,163-71.1% |
| Participation rate | 48.7% | 60.5%-11.8pp | 69.0%-20.2pp | 67.2%-18.5pp |
| Annual return | 19.55% | 46.05%-26.5pp | 1168.45%-1148.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $658 | $1,553-57.6% | $2,380-72.3% | $2,670-75.3% |
| Participant deferral / active EE | $1,238 | $3,024-59.1% | $3,985-68.9% | $4,125-70.0% |
| Admin fee / account holder | $1,695 | $5,474-69.0% | $6,852-75.3% | $5,651-70.0% |