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 | $16,061 | $129,217-87.6% | $93,406-82.8% | $158,922-89.9% |
| Participation rate | 25.0% | 71.0%-46.0pp | 66.8%-41.8pp | 82.0%-57.0pp |
| Annual return | 9.65% | 118.21%-108.6pp | 78.05%-68.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $99 | $2,711-96.3% | $2,075-95.2% | $4,761-97.9% |
| Participant deferral / active EE | $1,208 | $3,909-69.1% | $3,126-61.4% | $5,982-79.8% |
| Admin fee / account holder | $2,990 | $7,383-59.5% | $5,230-42.8% | $11,246-73.4% |