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 | $16,240 | $102,966-84.2% | $90,281-82.0% | $152,861-89.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 17.61% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $968 | $3,139-69.1% | $2,854-66.1% | $4,762-79.7% |
| Participant deferral / active EE | $2,991 | $4,281-30.2% | $3,885-23.0% | $5,850-48.9% |
| Admin fee / account holder | $4,964 | $6,171-19.6% | $5,351-7.2% | $11,596-57.2% |