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 | $34,961 | $48,364-27.7% | $71,796-51.3% | $62,891-44.4% |
| Participation rate | 31.7% | 60.6%-28.9pp | 69.1%-37.4pp | 69.3%-37.6pp |
| Annual return | 6.38% | 13.16%-6.8pp | 78.04%-71.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $521 | $1,042-50.0% | $1,924-72.9% | $2,281-77.1% |
| Participant deferral / active EE | $930 | $2,091-55.5% | $2,794-66.7% | $3,203-71.0% |
| Admin fee / account holder | $4,332 | $3,771+14.9% | $4,815-10.0% | $4,296+0.8% |