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 | $22,021 | $47,126-53.3% | $149,673-85.3% | $74,419-70.4% |
| Participation rate | 7.2% | 63.4%-56.2pp | 78.8%-71.5pp | 70.7%-63.5pp |
| Annual return | 30.36% | 22.75%+7.6pp | 134.42%-104.1pp | 34.38%-4.0pp |
| Employer contribution / active EE | $498 | $1,905-73.9% | $4,818-89.7% | $2,637-81.1% |
| Participant deferral / active EE | $1,335 | $2,728-51.1% | $5,680-76.5% | $4,528-70.5% |
| Admin fee / account holder | $21,443 | $343+6157.0% | $13,210+62.3% | $348+6064.5% |