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 | $49,919 | $95,416-47.7% | $185,823-73.1% | $85,850-41.9% |
| Participation rate | 24.6% | 68.8%-44.1pp | 81.7%-57.1pp | 69.3%-44.7pp |
| Annual return | 12.94% | 23.59%-10.6pp | 122.05%-109.1pp | 318.53%-305.6pp |
| Employer contribution / active EE | $539 | $3,314-83.7% | $5,167-89.6% | $2,565-79.0% |
| Participant deferral / active EE | $1,085 | $3,423-68.3% | $5,568-80.5% | $3,952-72.5% |
| Admin fee / account holder | $8,208 | $7,213+13.8% | $16,237-49.5% | $6,260+31.1% |