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 | $35,491 | $102,966-65.5% | $90,281-60.7% | $152,861-76.8% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.4%-29.1pp |
| Annual return | 23.24% | 95.16%-71.9pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $382 | $3,139-87.8% | $2,854-86.6% | $4,762-92.0% |
| Participant deferral / active EE | $2,073 | $4,281-51.6% | $3,885-46.7% | $5,850-64.6% |
| Admin fee / account holder | $347 | $6,171-94.4% | $5,351-93.5% | $11,596-97.0% |