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 | $42,026 | $44,960-6.5% | $84,966-50.5% | $74,495-43.6% |
| Participation rate | 17.4% | 49.4%-32.0pp | 67.5%-50.1pp | 67.2%-49.8pp |
| Annual return | 16.80% | 26.24%-9.4pp | 66.38%-49.6pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $411 | $1,457-71.8% | $2,727-84.9% | $2,623-84.3% |
| Participant deferral / active EE | $881 | $2,731-67.7% | $4,519-80.5% | $4,346-79.7% |
| Admin fee / account holder | $1,956 | $2,209-11.5% | $6,149-68.2% | $1,942+0.7% |