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 | $38,877 | $95,416-59.3% | $185,823-79.1% | $85,850-54.7% |
| Participation rate | 29.2% | 68.8%-39.5pp | 81.7%-52.5pp | 69.3%-40.1pp |
| Annual return | 14.01% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,019 | $3,314-69.2% | $5,167-80.3% | $2,565-60.3% |
| Participant deferral / active EE | $1,263 | $3,423-63.1% | $5,568-77.3% | $3,952-68.0% |
| Admin fee / account holder | $905 | $7,213-87.5% | $16,237-94.4% | $6,260-85.6% |