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 | $13,506 | $48,076-71.9% | $78,689-82.8% | $62,891-78.5% |
| Participation rate | 42.9% | 65.2%-22.4pp | 73.6%-30.7pp | 69.3%-26.4pp |
| Annual return | 84.98% | 31.35%+53.6pp | 62.18%+22.8pp | 20.14%+64.8pp |
| Employer contribution / active EE | $310 | $2,015-84.6% | $2,851-89.1% | $2,281-86.4% |
| Participant deferral / active EE | $2,368 | $2,588-8.5% | $3,517-32.7% | $3,203-26.1% |
| Admin fee / account holder | $389 | $3,207-87.9% | $4,510-91.4% | $4,296-90.9% |