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 | $15,957 | $84,233-81.1% | $170,442-90.6% | $70,131-77.2% |
| Participation rate | 48.5% | 70.8%-22.3pp | 83.6%-35.1pp | 69.5%-21.1pp |
| Annual return | 18.99% | 23.06%-4.1pp | 205.93%-186.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $769 | $3,387-77.3% | $5,433-85.8% | $2,342-67.2% |
| Participant deferral / active EE | $2,622 | $3,086-15.0% | $4,939-46.9% | $3,332-21.3% |
| Admin fee / account holder | $1,315 | $5,698-76.9% | $13,880-90.5% | $4,645-71.7% |