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 | $20,392 | $85,202-76.1% | $172,739-88.2% | $72,985-72.1% |
| Participation rate | 50.5% | 70.1%-19.5pp | 82.6%-32.1pp | 69.5%-19.0pp |
| Annual return | 21.97% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $591 | $3,324-82.2% | $5,143-88.5% | $2,440-75.8% |
| Participant deferral / active EE | $1,058 | $3,260-67.6% | $5,198-79.6% | $3,607-70.7% |
| Admin fee / account holder | $1,432 | $5,884-75.7% | $13,954-89.7% | $5,124-72.1% |