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 | $37,773 | $58,208-35.1% | $81,812-53.8% | $80,856-53.3% |
| Participation rate | 58.6% | 63.4%-4.8pp | 72.3%-13.7pp | 67.6%-9.0pp |
| Annual return | 16.01% | 41.66%-25.6pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $795 | $2,340-66.0% | $2,912-72.7% | $2,755-71.1% |
| Participant deferral / active EE | $1,908 | $3,281-41.9% | $4,319-55.8% | $4,296-55.6% |
| Admin fee / account holder | $904 | $4,981-81.9% | $7,386-87.8% | $6,918-86.9% |