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 9-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 | $44,211 | $77,899-43.2% | $149,673-70.5% | $75,163-41.2% |
| Participation rate | 9.7% | 65.6%-55.9pp | 78.8%-69.1pp | 67.2%-57.5pp |
| Annual return | 17.24% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $406 | $3,137-87.0% | $4,818-91.6% | $2,670-84.8% |
| Participant deferral / active EE | $1,357 | $3,411-60.2% | $5,680-76.1% | $4,125-67.1% |
| Admin fee / account holder | $551 | $5,956-90.8% | $13,210-95.8% | $5,651-90.3% |