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 | $26,196 | $58,208-55.0% | $81,812-68.0% | $80,856-67.6% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.3%-24.3pp | 67.6%-19.6pp |
| Annual return | 14.03% | 41.66%-27.6pp | 773.79%-759.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $317 | $2,340-86.4% | $2,912-89.1% | $2,755-88.5% |
| Participant deferral / active EE | $2,041 | $3,281-37.8% | $4,319-52.7% | $4,296-52.5% |
| Admin fee / account holder | $5,794 | $4,981+16.3% | $7,386-21.6% | $6,918-16.2% |