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 | $29,731 | $96,635-69.2% | $86,612-65.7% | $139,434-78.7% |
| Participation rate | 52.9% | 74.4%-21.5pp | 71.7%-18.8pp | 80.3%-27.4pp |
| Annual return | 17.86% | 106.41%-88.6pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $849 | $3,263-74.0% | $3,022-71.9% | $4,751-82.1% |
| Participant deferral / active EE | $1,980 | $4,836-59.1% | $4,438-55.4% | $6,710-70.5% |
| Admin fee / account holder | $443 | $6,408-93.1% | $5,614-92.1% | $11,403-96.1% |