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 | $40,689 | $65,390-37.8% | $169,368-76.0% | $71,457-43.1% |
| Participation rate | 35.5% | 67.0%-31.5pp | 77.1%-41.7pp | 67.9%-32.5pp |
| Annual return | 17.47% | 21.31%-3.8pp | 405.60%-388.1pp | 28.85%-11.4pp |
| Employer contribution / active EE | $748 | $2,079-64.0% | $4,013-81.4% | $2,588-71.1% |
| Participant deferral / active EE | $2,069 | $4,367-52.6% | $6,221-66.7% | $4,289-51.8% |
| Admin fee / account holder | $3,309 | $1,324+149.8% | $9,003-63.3% | $1,587+108.4% |