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 | $20,818 | $77,419-73.1% | $69,455-70.0% | $152,861-86.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 74.6%-29.2pp | 82.4%-37.0pp |
| Annual return | 21.07% | 39.06%-18.0pp | 28.97%-7.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $541 | $3,315-83.7% | $2,779-80.5% | $4,762-88.6% |
| Participant deferral / active EE | $3,367 | $4,414-23.7% | $3,535-4.8% | $5,850-42.4% |
| Admin fee / account holder | $7,541 | $6,207+21.5% | $3,839+96.4% | $11,596-35.0% |