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 | $18,217 | $91,190-80.0% | $178,490-89.8% | $79,858-77.2% |
| Participation rate | 57.1% | 69.2%-12.1pp | 81.9%-24.8pp | 69.6%-12.5pp |
| Annual return | 26.80% | 24.19%+2.6pp | 151.07%-124.3pp | 31.71%-4.9pp |
| Employer contribution / active EE | $558 | $3,256-82.9% | $5,011-88.9% | $2,471-77.4% |
| Participant deferral / active EE | $1,297 | $3,236-59.9% | $5,202-75.1% | $3,740-65.3% |
| Admin fee / account holder | $837 | $6,751-87.6% | $13,984-94.0% | $5,306-84.2% |