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 9-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 | $32,879 | $58,208-43.5% | $81,812-59.8% | $80,856-59.3% |
| Participation rate | 28.0% | 63.4%-35.4pp | 72.3%-44.3pp | 67.6%-39.6pp |
| Annual return | 10.96% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $436 | $2,340-81.4% | $2,912-85.0% | $2,755-84.2% |
| Participant deferral / active EE | $1,267 | $3,281-61.4% | $4,319-70.7% | $4,296-70.5% |
| Admin fee / account holder | $387 | $4,981-92.2% | $7,386-94.8% | $6,918-94.4% |