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 | $34,731 | $102,616-66.2% | $81,983-57.6% | $158,922-78.1% |
| Participation rate | 31.6% | 75.5%-43.9pp | 69.2%-37.7pp | 82.0%-50.4pp |
| Annual return | 23.32% | 61.04%-37.7pp | 41.31%-18.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $892 | $3,240-72.5% | $2,498-64.3% | $4,761-81.3% |
| Participant deferral / active EE | $2,559 | $4,648-44.9% | $3,722-31.2% | $5,982-57.2% |
| Admin fee / account holder | $483 | $8,235-94.1% | $5,664-91.5% | $11,246-95.7% |