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 | $31,634 | $100,773-68.6% | $88,946-64.4% | $142,382-77.8% |
| Participation rate | 52.6% | 74.3%-21.7pp | 68.8%-16.2pp | 80.1%-27.5pp |
| Annual return | 11.43% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $680 | $2,918-76.7% | $2,555-73.4% | $4,299-84.2% |
| Participant deferral / active EE | $896 | $5,230-82.9% | $4,581-80.4% | $6,507-86.2% |
| Admin fee / account holder | $335 | $9,693-96.5% | $8,261-95.9% | $12,624-97.3% |