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 | $11,430 | $49,173-76.8% | $121,098-90.6% | $75,163-84.8% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 18.88% | 55.99%-37.1pp | 985.75%-966.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $692 | $1,546-55.2% | $4,164-83.4% | $2,670-74.1% |
| Participant deferral / active EE | $1,922 | $2,628-26.8% | $4,080-52.9% | $4,125-53.4% |
| Admin fee / account holder | $2,732 | $3,942-30.7% | $5,644-51.6% | $5,651-51.6% |