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 | $26,543 | $165,912-84.0% | $122,332-78.3% | $147,584-82.0% |
| Participation rate | 46.7% | 79.6%-32.9pp | 71.6%-25.0pp | 82.8%-36.2pp |
| Annual return | 14.26% | 34.55%-20.3pp | 30.27%-16.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $240 | $5,754-95.8% | $4,050-94.1% | $4,876-95.1% |
| Participant deferral / active EE | $1,049 | $4,005-73.8% | $3,287-68.1% | $5,439-80.7% |
| Admin fee / account holder | $337 | $7,424-95.5% | $5,478-93.8% | $10,885-96.9% |