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 | $23,764 | $58,879-59.6% | $178,490-86.7% | $73,488-67.7% |
| Participation rate | 42.6% | 66.2%-23.6pp | 81.9%-39.3pp | 70.7%-28.1pp |
| Annual return | 18.61% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $747 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $2,106 | $2,567-18.0% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $936 | $400+133.9% | $13,984-93.3% | $513+82.5% |