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 | $27,572 | $53,127-48.1% | $86,590-68.2% | $70,131-60.7% |
| Participation rate | 39.3% | 65.3%-26.0pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 16.48% | 27.66%-11.2pp | 964.84%-948.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $744 | $2,068-64.0% | $2,839-73.8% | $2,342-68.2% |
| Participant deferral / active EE | $1,377 | $2,696-48.9% | $3,609-61.9% | $3,332-58.7% |
| Admin fee / account holder | $446 | $3,585-87.6% | $4,906-90.9% | $4,645-90.4% |