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 3-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 | $12,774 | $24,730-48.3% | $66,042-80.7% | $84,808-84.9% |
| Participation rate | 56.3% | 68.1%-11.8pp | 67.5%-11.2pp | 68.3%-12.0pp |
| Annual return | 23.31% | 79.55%-56.2pp | 52.11%-28.8pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,200 | $857+40.1% | $1,579-24.0% | $2,631-54.4% |
| Participant deferral / active EE | $2,212 | $1,737+27.3% | $2,835-22.0% | $4,212-47.5% |
| Admin fee / account holder | $583 | $3,014-80.7% | $5,747-89.9% | $7,344-92.1% |