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 | $19,511 | $55,453-64.8% | $170,442-88.6% | $62,292-68.7% |
| Participation rate | 27.9% | 66.4%-38.4pp | 83.6%-55.7pp | 69.5%-41.6pp |
| Annual return | 19.31% | 21.38%-2.1pp | 205.93%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $476 | $2,164-78.0% | $5,433-91.2% | $2,042-76.7% |
| Participant deferral / active EE | $1,041 | $2,303-54.8% | $4,939-78.9% | $3,169-67.1% |
| Admin fee / account holder | $2,156 | $455+373.7% | $13,880-84.5% | $479+349.7% |