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 | $18,592 | $91,190-79.6% | $178,490-89.6% | $79,858-76.7% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.5pp | 69.6%-35.3pp |
| Annual return | 13.54% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $459 | $3,256-85.9% | $5,011-90.8% | $2,471-81.4% |
| Participant deferral / active EE | $1,366 | $3,236-57.8% | $5,202-73.7% | $3,740-63.5% |
| Admin fee / account holder | $1,628 | $6,751-75.9% | $13,984-88.4% | $5,306-69.3% |