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 | $31,845 | $56,114-43.2% | $96,139-66.9% | $85,850-62.9% |
| Participation rate | 27.5% | 56.7%-29.2pp | 68.4%-41.0pp | 69.3%-41.8pp |
| Annual return | 14.20% | 42.30%-28.1pp | 191.94%-177.7pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,137 | $2,859-25.3% | $4,349-50.9% | $3,952-45.9% |
| Admin fee / account holder | $731 | $3,768-80.6% | $5,537-86.8% | $6,260-88.3% |