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 9-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 | $38,418 | $76,000-49.5% | $154,107-75.1% | $64,186-40.1% |
| Participation rate | 54.8% | 70.4%-15.7pp | 83.0%-28.3pp | 69.6%-14.8pp |
| Annual return | 17.36% | 30.32%-13.0pp | 735.12%-717.8pp | 7.63%+9.7pp |
| Employer contribution / active EE | $991 | $3,351-70.4% | $5,298-81.3% | $2,381-58.4% |
| Participant deferral / active EE | $1,683 | $3,175-47.0% | $5,081-66.9% | $3,470-51.5% |
| Admin fee / account holder | $840 | $5,596-85.0% | $13,411-93.7% | $4,888-82.8% |