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 | $17,840 | $69,515-74.3% | $86,874-79.5% | $85,850-79.2% |
| Participation rate | 56.9% | 66.3%-9.5pp | 71.6%-14.8pp | 69.3%-12.5pp |
| Annual return | 15.91% | 20.12%-4.2pp | 63.52%-47.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $848 | $1,880-54.9% | $2,495-66.0% | $2,565-66.9% |
| Participant deferral / active EE | $2,758 | $2,919-5.5% | $3,699-25.5% | $3,952-30.2% |
| Admin fee / account holder | $459 | $5,972-92.3% | $5,828-92.1% | $6,260-92.7% |