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 | $44,197 | $49,922-11.5% | $80,569-45.1% | $75,163-41.2% |
| Participation rate | 11.9% | 55.3%-43.4pp | 67.0%-55.1pp | 67.2%-55.3pp |
| Annual return | 14.68% | 34.69%-20.0pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $407 | $1,698-76.0% | $2,723-85.0% | $2,670-84.7% |
| Participant deferral / active EE | $1,316 | $2,990-56.0% | $4,447-70.4% | $4,125-68.1% |
| Admin fee / account holder | $673 | $3,577-81.2% | $5,377-87.5% | $5,651-88.1% |