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 | $27,246 | $117,381-76.8% | $99,443-72.6% | $152,861-82.2% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.4%-44.9pp |
| Annual return | 22.95% | 31.87%-8.9pp | 30.72%-7.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $415 | $3,013-86.2% | $2,540-83.7% | $4,762-91.3% |
| Participant deferral / active EE | $1,064 | $4,086-74.0% | $3,619-70.6% | $5,850-81.8% |
| Admin fee / account holder | $3,412 | $7,631-55.3% | $6,250-45.4% | $11,596-70.6% |