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 | $13,664 | $102,966-86.7% | $90,281-84.9% | $152,861-91.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 14.74% | 95.16%-80.4pp | 78.10%-63.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $773 | $3,139-75.4% | $2,854-72.9% | $4,762-83.8% |
| Participant deferral / active EE | $1,543 | $4,281-64.0% | $3,885-60.3% | $5,850-73.6% |
| Admin fee / account holder | $2,677 | $6,171-56.6% | $5,351-50.0% | $11,596-76.9% |