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 | $26,218 | $91,190-71.2% | $178,490-85.3% | $79,858-67.2% |
| Participation rate | 58.3% | 69.2%-10.9pp | 81.9%-23.6pp | 69.6%-11.3pp |
| Annual return | 19.71% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $482 | $3,256-85.2% | $5,011-90.4% | $2,471-80.5% |
| Participant deferral / active EE | $3,855 | $3,236+19.1% | $5,202-25.9% | $3,740+3.1% |
| Admin fee / account holder | $2,590 | $6,751-61.6% | $13,984-81.5% | $5,306-51.2% |