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 | $22,983 | $85,202-73.0% | $172,739-86.7% | $72,985-68.5% |
| Participation rate | 50.6% | 70.1%-19.4pp | 82.6%-32.0pp | 69.5%-18.9pp |
| Annual return | 25.87% | 27.32%-1.5pp | 802.84%-777.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $504 | $3,324-84.8% | $5,143-90.2% | $2,440-79.3% |
| Participant deferral / active EE | $4,153 | $3,260+27.4% | $5,198-20.1% | $3,607+15.1% |
| Admin fee / account holder | $1,319 | $5,884-77.6% | $13,954-90.5% | $5,124-74.3% |