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 | $8,917 | $30,400-70.7% | $53,898-83.5% | $84,808-89.5% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 21.28% | 500.19%-478.9pp | 528.60%-507.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $719 | $603+19.3% | $932-22.8% | $2,631-72.7% |
| Participant deferral / active EE | $812 | $1,199-32.3% | $1,826-55.6% | $4,212-80.7% |
| Admin fee / account holder | $829 | $1,993-58.4% | $2,491-66.7% | $7,344-88.7% |