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 | $29,570 | $112,881-73.8% | $90,951-67.5% | $158,922-81.4% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 14.96% | 215.79%-200.8pp | 134.60%-119.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $620 | $2,893-78.6% | $2,122-70.8% | $4,761-87.0% |
| Participant deferral / active EE | $2,225 | $4,128-46.1% | $3,373-34.0% | $5,982-62.8% |
| Admin fee / account holder | $514 | $8,041-93.6% | $5,959-91.4% | $11,246-95.4% |