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 | $47,663 | $110,502-56.9% | $80,716-41.0% | $167,490-71.5% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | 11.92% | 120.54%-108.6pp | 87.28%-75.4pp | 478.56%-466.6pp |
| Employer contribution / active EE | $626 | $1,543-59.4% | $1,160-46.0% | $4,837-87.1% |
| Participant deferral / active EE | $1,011 | $2,871-64.8% | $2,146-52.9% | $6,341-84.1% |
| Admin fee / account holder | $382 | $4,545-91.6% | $3,380-88.7% | $12,309-96.9% |