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 | $26,463 | $91,190-71.0% | $178,490-85.2% | $79,858-66.9% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.0pp | 69.6%-16.7pp |
| Annual return | 18.96% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $596 | $3,256-81.7% | $5,011-88.1% | $2,471-75.9% |
| Participant deferral / active EE | $1,879 | $3,236-41.9% | $5,202-63.9% | $3,740-49.8% |
| Admin fee / account holder | $470 | $6,751-93.0% | $13,984-96.6% | $5,306-91.1% |