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 | $14,440 | $53,822-73.2% | $75,696-80.9% | $85,850-83.2% |
| Participation rate | 63.9% | 69.1%-5.1pp | 74.8%-10.9pp | 69.3%-5.4pp |
| Annual return | 15.65% | 24.54%-8.9pp | 104.53%-88.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $856 | $2,017-57.5% | $2,743-68.8% | $2,565-66.6% |
| Participant deferral / active EE | $1,158 | $2,895-60.0% | $3,821-69.7% | $3,952-70.7% |
| Admin fee / account holder | $613 | $3,343-81.7% | $3,619-83.1% | $6,260-90.2% |