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 | $27,859 | $51,620-46.0% | $90,281-69.1% | $65,185-57.3% |
| Participation rate | 47.8% | 68.6%-20.8pp | 73.3%-25.4pp | 70.2%-22.4pp |
| Annual return | 48.01% | 24.94%+23.1pp | 78.10%-30.1pp | 29.38%+18.6pp |
| Employer contribution / active EE | $642 | $2,235-71.3% | $2,854-77.5% | $2,177-70.5% |
| Participant deferral / active EE | $1,846 | $2,871-35.7% | $3,885-52.5% | $3,514-47.5% |
| Admin fee / account holder | $1,274 | $384+231.6% | $5,351-76.2% | $847+50.4% |