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 | $13,337 | $48,046-72.2% | $84,611-84.2% | $72,985-81.7% |
| Participation rate | 46.5% | 57.6%-11.1pp | 68.2%-21.7pp | 69.5%-23.0pp |
| Annual return | 25.34% | 37.38%-12.0pp | 258.74%-233.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $906 | $1,602-43.4% | $2,652-65.8% | $2,440-62.9% |
| Participant deferral / active EE | $1,439 | $2,680-46.3% | $3,899-63.1% | $3,607-60.1% |
| Admin fee / account holder | $585 | $3,395-82.8% | $4,912-88.1% | $5,124-88.6% |