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 | $27,441 | $50,982-46.2% | $154,803-82.3% | $85,563-67.9% |
| Participation rate | 29.8% | 59.8%-30.0pp | 78.1%-48.3pp | 66.0%-36.2pp |
| Annual return | 17.99% | 30.35%-12.4pp | 58.88%-40.9pp | 31.51%-13.5pp |
| Employer contribution / active EE | $402 | $1,708-76.5% | $4,305-90.7% | $2,654-84.8% |
| Participant deferral / active EE | $1,517 | $2,474-38.7% | $5,540-72.6% | $4,375-65.3% |
| Admin fee / account holder | $2,064 | $846+144.0% | $14,329-85.6% | $834+147.4% |