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 | $21,750 | $45,035-51.7% | $62,995-65.5% | $70,131-69.0% |
| Participation rate | 62.3% | 69.5%-7.2pp | 74.8%-12.5pp | 69.5%-7.2pp |
| Annual return | 13.59% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $549 | $2,051-73.3% | $2,759-80.1% | $2,342-76.6% |
| Participant deferral / active EE | $807 | $2,465-67.3% | $3,329-75.8% | $3,332-75.8% |
| Admin fee / account holder | $948 | $2,834-66.6% | $3,600-73.7% | $4,645-79.6% |