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 | $27,267 | $98,750-72.4% | $149,696-81.8% | $79,858-65.9% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-8.9pp |
| Annual return | 23.64% | 27.43%-3.8pp | 276.60%-253.0pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,409 | $3,216-56.2% | $4,644-69.7% | $2,471-43.0% |
| Participant deferral / active EE | $4,819 | $5,680-15.2% | $6,842-29.6% | $3,740+28.8% |
| Admin fee / account holder | $3,065 | $6,053-49.4% | $9,309-67.1% | $5,306-42.2% |