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 | $12,199 | $77,419-84.2% | $69,455-82.4% | $152,861-92.0% |
| Participation rate | 63.6% | 78.1%-14.5pp | 74.6%-11.0pp | 82.4%-18.8pp |
| Annual return | 19.86% | 39.06%-19.2pp | 28.97%-9.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $575 | $3,315-82.7% | $2,779-79.3% | $4,762-87.9% |
| Participant deferral / active EE | $2,512 | $4,414-43.1% | $3,535-28.9% | $5,850-57.1% |
| Admin fee / account holder | $330 | $6,207-94.7% | $3,839-91.4% | $11,596-97.2% |