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 | $21,223 | $31,310-32.2% | $53,898-60.6% | $74,304-71.4% |
| Participation rate | 41.5% | 30.7%+10.9pp | 55.0%-13.4pp | 60.3%-18.8pp |
| Annual return | 18.80% | 23.16%-4.4pp | 528.60%-509.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $518 | $450+15.1% | $932-44.5% | $2,241-76.9% |
| Participant deferral / active EE | $2,631 | $934+181.6% | $1,826+44.1% | $3,767-30.2% |
| Admin fee / account holder | $2,261 | $2,175+3.9% | $2,491-9.2% | $2,969-23.9% |