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 | $33,040 | $63,346-47.8% | $92,233-64.2% | $70,131-52.9% |
| Participation rate | 28.6% | 68.7%-40.1pp | 76.5%-47.9pp | 69.5%-41.0pp |
| Annual return | 22.05% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,129 | $2,471-54.3% | $3,679-69.3% | $2,342-51.8% |
| Participant deferral / active EE | $2,039 | $2,854-28.6% | $3,897-47.7% | $3,332-38.8% |
| Admin fee / account holder | $920 | $3,840-76.0% | $5,194-82.3% | $4,645-80.2% |