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 | $26,483 | $60,124-56.0% | $90,404-70.7% | $79,858-66.8% |
| Participation rate | 46.4% | 65.0%-18.6pp | 72.7%-26.3pp | 69.6%-23.3pp |
| Annual return | 13.09% | 71.94%-58.8pp | 1293.02%-1279.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $205 | $2,068-90.1% | $3,262-93.7% | $2,471-91.7% |
| Participant deferral / active EE | $1,109 | $2,938-62.3% | $3,963-72.0% | $3,740-70.3% |
| Admin fee / account holder | $2,025 | $3,976-49.1% | $5,611-63.9% | $5,306-61.8% |