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 | $53,596 | $67,984-21.2% | $65,493-18.2% | $74,304-27.9% |
| Participation rate | 41.4% | 66.3%-24.9pp | 73.1%-31.7pp | 60.3%-18.9pp |
| Annual return | 12.15% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $842 | $2,491-66.2% | $2,574-67.3% | $2,241-62.5% |
| Participant deferral / active EE | $1,838 | $3,346-45.1% | $3,961-53.6% | $3,767-51.2% |
| Admin fee / account holder | $6,446 | $1,373+369.6% | $5,028+28.2% | $2,969+117.1% |