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 | $25,885 | $91,190-71.6% | $178,490-85.5% | $79,858-67.6% |
| Participation rate | 59.3% | 69.2%-9.9pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 41.92% | 24.19%+17.7pp | 151.07%-109.1pp | 31.71%+10.2pp |
| Employer contribution / active EE | $925 | $3,256-71.6% | $5,011-81.5% | $2,471-62.6% |
| Participant deferral / active EE | $1,759 | $3,236-45.6% | $5,202-66.2% | $3,740-53.0% |
| Admin fee / account holder | $2,765 | $6,751-59.0% | $13,984-80.2% | $5,306-47.9% |