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 | $24,398 | $112,096-78.2% | $95,952-74.6% | $158,922-84.6% |
| Participation rate | 52.4% | 79.0%-26.6pp | 77.1%-24.7pp | 82.0%-29.6pp |
| Annual return | 18.51% | 171.09%-152.6pp | 91.61%-73.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $654 | $3,198-79.6% | $2,541-74.3% | $4,761-86.3% |
| Participant deferral / active EE | $1,852 | $4,784-61.3% | $4,167-55.6% | $5,982-69.0% |
| Admin fee / account holder | $450 | $10,130-95.6% | $6,795-93.4% | $11,246-96.0% |