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 | $16,256 | $79,694-79.6% | $96,139-83.1% | $79,386-79.5% |
| Participation rate | 53.6% | 54.0%-0.3pp | 68.4%-14.8pp | 70.7%-17.1pp |
| Annual return | 16.21% | 40.84%-24.6pp | 191.94%-175.7pp | 116.85%-100.6pp |
| Employer contribution / active EE | $774 | $1,443-46.4% | $2,797-72.3% | $2,427-68.1% |
| Participant deferral / active EE | $955 | $2,539-62.4% | $4,349-78.0% | $4,046-76.4% |
| Admin fee / account holder | $1,683 | $630+167.1% | $5,537-69.6% | $626+168.7% |