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 | $37,223 | $91,190-59.2% | $178,490-79.1% | $79,858-53.4% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 17.81% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $777 | $3,256-76.1% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,968 | $3,236-39.2% | $5,202-62.2% | $3,740-47.4% |
| Admin fee / account holder | $709 | $6,751-89.5% | $13,984-94.9% | $5,306-86.6% |