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 | $15,890 | $102,966-84.6% | $90,281-82.4% | $152,861-89.6% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 15.24% | 95.16%-79.9pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $229 | $3,139-92.7% | $2,854-92.0% | $4,762-95.2% |
| Participant deferral / active EE | $1,773 | $4,281-58.6% | $3,885-54.4% | $5,850-69.7% |
| Admin fee / account holder | $432 | $6,171-93.0% | $5,351-91.9% | $11,596-96.3% |