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 | $27,226 | $109,327-75.1% | $89,391-69.5% | $158,922-82.9% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 11.56% | 345.68%-334.1pp | 245.62%-234.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $642 | $3,170-79.7% | $2,586-75.2% | $4,761-86.5% |
| Participant deferral / active EE | $1,499 | $4,598-67.4% | $3,890-61.5% | $5,982-74.9% |
| Admin fee / account holder | $709 | $6,153-88.5% | $4,881-85.5% | $11,246-93.7% |