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 | $28,231 | $30,588-7.7% | $53,898-47.6% | $85,563-67.0% |
| Participation rate | 21.8% | 26.3%-4.5pp | 55.0%-33.1pp | 66.0%-44.1pp |
| Annual return | 14.23% | 50.42%-36.2pp | 528.60%-514.4pp | 31.51%-17.3pp |
| Employer contribution / active EE | $271 | $436-37.9% | $932-71.0% | $2,654-89.8% |
| Participant deferral / active EE | $677 | $848-20.1% | $1,826-62.9% | $4,375-84.5% |
| Admin fee / account holder | $1,775 | $1,879-5.6% | $2,491-28.8% | $834+112.7% |