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 | $25,015 | $34,308-27.1% | $74,701-66.5% | $72,985-65.7% |
| Participation rate | 24.6% | 42.4%-17.8pp | 54.5%-29.9pp | 69.5%-44.9pp |
| Annual return | 17.95% | 26.58%-8.6pp | 752.92%-735.0pp | 81.00%-63.1pp |
| Employer contribution / active EE | $394 | $692-43.0% | $1,084-63.6% | $2,440-83.8% |
| Participant deferral / active EE | $522 | $1,271-58.9% | $1,964-73.4% | $3,607-85.5% |
| Admin fee / account holder | $1,102 | $2,124-48.1% | $3,333-66.9% | $5,124-78.5% |