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 | $26,240 | $85,202-69.2% | $172,739-84.8% | $72,985-64.0% |
| Participation rate | 41.1% | 70.1%-29.0pp | 82.6%-41.6pp | 69.5%-28.4pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $874 | $3,324-73.7% | $5,143-83.0% | $2,440-64.2% |
| Participant deferral / active EE | $2,892 | $3,260-11.3% | $5,198-44.4% | $3,607-19.8% |
| Admin fee / account holder | $6,544 | $5,884+11.2% | $13,954-53.1% | $5,124+27.7% |