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 | $23,465 | $118,680-80.2% | $98,907-76.3% | $158,922-85.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 13.81% | 372.35%-358.5pp | 196.43%-182.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $840 | $3,333-74.8% | $2,689-68.8% | $4,761-82.4% |
| Participant deferral / active EE | $2,926 | $5,088-42.5% | $4,244-31.1% | $5,982-51.1% |
| Admin fee / account holder | $455 | $10,131-95.5% | $6,642-93.2% | $11,246-96.0% |