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 | $18,716 | $29,660-36.9% | $56,411-66.8% | $80,856-76.9% |
| Participation rate | 60.0% | 41.6%+18.4pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 13.06% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $962 | $669+43.8% | $1,039-7.3% | $2,755-65.1% |
| Participant deferral / active EE | $1,794 | $1,226+46.4% | $1,952-8.1% | $4,296-58.2% |
| Admin fee / account holder | $2,033 | $2,428-16.3% | $2,829-28.1% | $6,918-70.6% |