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 | $43,213 | $117,381-63.2% | $99,443-56.5% | $152,861-71.7% |
| Participation rate | 28.6% | 77.5%-49.0pp | 73.8%-45.3pp | 82.4%-53.9pp |
| Annual return | 13.52% | 31.87%-18.3pp | 30.72%-17.2pp | 345.32%-331.8pp |
| Employer contribution / active EE | $860 | $3,013-71.5% | $2,540-66.1% | $4,762-81.9% |
| Participant deferral / active EE | $1,989 | $4,086-51.3% | $3,619-45.0% | $5,850-66.0% |
| Admin fee / account holder | $2,714 | $7,631-64.4% | $6,250-56.6% | $11,596-76.6% |