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 | $21,234 | $34,308-38.1% | $74,701-71.6% | $72,985-70.9% |
| Participation rate | 27.6% | 42.4%-14.8pp | 54.5%-26.8pp | 69.5%-41.9pp |
| Annual return | 28.03% | 26.58%+1.5pp | 752.92%-724.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $562 | $692-18.8% | $1,084-48.2% | $2,440-77.0% |
| Participant deferral / active EE | $2,826 | $1,271+122.3% | $1,964+43.9% | $3,607-21.7% |
| Admin fee / account holder | $1,014 | $2,124-52.3% | $3,333-69.6% | $5,124-80.2% |