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 | $15,169 | $49,227-69.2% | $70,449-78.5% | $79,858-81.0% |
| Participation rate | 34.6% | 69.2%-34.6pp | 75.1%-40.4pp | 69.6%-35.0pp |
| Annual return | 25.81% | 30.06%-4.3pp | 109.03%-83.2pp | 31.71%-5.9pp |
| Employer contribution / active EE | $610 | $2,099-70.9% | $2,737-77.7% | $2,471-75.3% |
| Participant deferral / active EE | $1,211 | $2,768-56.2% | $3,709-67.3% | $3,740-67.6% |
| Admin fee / account holder | $644 | $2,878-77.6% | $3,845-83.2% | $5,306-87.9% |