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 | $22,647 | $24,730-8.4% | $66,042-65.7% | $84,808-73.3% |
| Participation rate | 25.5% | 68.1%-42.6pp | 67.5%-42.1pp | 68.3%-42.9pp |
| Annual return | 19.18% | 79.55%-60.4pp | 52.11%-32.9pp | 40.90%-21.7pp |
| Employer contribution / active EE | $534 | $857-37.6% | $1,579-66.2% | $2,631-79.7% |
| Participant deferral / active EE | $758 | $1,737-56.4% | $2,835-73.3% | $4,212-82.0% |
| Admin fee / account holder | $1,454 | $3,014-51.7% | $5,747-74.7% | $7,344-80.2% |