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 | $31,956 | $109,327-70.8% | $89,391-64.3% | $158,922-79.9% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 12.54% | 345.68%-333.1pp | 245.62%-233.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $535 | $3,170-83.1% | $2,586-79.3% | $4,761-88.8% |
| Participant deferral / active EE | $2,175 | $4,598-52.7% | $3,890-44.1% | $5,982-63.6% |
| Admin fee / account holder | $878 | $6,153-85.7% | $4,881-82.0% | $11,246-92.2% |