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 | $29,406 | $91,190-67.8% | $178,490-83.5% | $79,858-63.2% |
| Participation rate | 31.7% | 69.2%-37.5pp | 81.9%-50.2pp | 69.6%-37.9pp |
| Annual return | 25.74% | 24.19%+1.5pp | 151.07%-125.3pp | 31.71%-6.0pp |
| Employer contribution / active EE | $616 | $3,256-81.1% | $5,011-87.7% | $2,471-75.1% |
| Participant deferral / active EE | $1,108 | $3,236-65.8% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $482 | $6,751-92.9% | $13,984-96.6% | $5,306-90.9% |