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 | $18,017 | $91,037-80.2% | $71,671-74.9% | $147,584-87.8% |
| Participation rate | 40.9% | 76.1%-35.2pp | 68.7%-27.8pp | 82.8%-41.9pp |
| Annual return | 17.21% | 20.48%-3.3pp | 20.65%-3.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,504 | $3,327-54.8% | $2,460-38.9% | $4,876-69.2% |
| Participant deferral / active EE | $1,889 | $4,498-58.0% | $3,438-45.1% | $5,439-65.3% |
| Admin fee / account holder | $963 | $8,613-88.8% | $5,558-82.7% | $10,885-91.2% |