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 | $31,440 | $52,208-39.8% | $86,612-63.7% | $74,419-57.8% |
| Participation rate | 27.4% | 66.3%-38.9pp | 71.7%-44.3pp | 70.7%-43.3pp |
| Annual return | 16.57% | 44.46%-27.9pp | 591.07%-574.5pp | 34.38%-17.8pp |
| Employer contribution / active EE | $466 | $2,282-79.6% | $3,022-84.6% | $2,637-82.3% |
| Participant deferral / active EE | $1,044 | $3,383-69.1% | $4,438-76.5% | $4,528-76.9% |
| Admin fee / account holder | $833 | $319+161.4% | $5,614-85.2% | $348+139.6% |