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 | $24,188 | $91,190-73.5% | $178,490-86.4% | $79,858-69.7% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.8pp | 69.6%-26.5pp |
| Annual return | 16.14% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $658 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,539 | $3,236-52.5% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $2,336 | $6,751-65.4% | $13,984-83.3% | $5,306-56.0% |