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 | $28,616 | $71,050-59.7% | $93,606-69.4% | $80,856-64.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 16.93% | 11.26%+5.7pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $745 | $1,564-52.4% | $2,420-69.2% | $2,755-73.0% |
| Participant deferral / active EE | $1,546 | $4,034-61.7% | $4,411-65.0% | $4,296-64.0% |
| Admin fee / account holder | $716 | $6,945-89.7% | $8,285-91.4% | $6,918-89.7% |