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 | $21,414 | $85,202-74.9% | $172,739-87.6% | $72,985-70.7% |
| Participation rate | 65.5% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-4.0pp |
| Annual return | 25.96% | 27.32%-1.4pp | 802.84%-776.9pp | 81.00%-55.0pp |
| Employer contribution / active EE | $479 | $3,324-85.6% | $5,143-90.7% | $2,440-80.4% |
| Participant deferral / active EE | $2,053 | $3,260-37.0% | $5,198-60.5% | $3,607-43.1% |
| Admin fee / account holder | $1,931 | $5,884-67.2% | $13,954-86.2% | $5,124-62.3% |