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 | $38,198 | $91,190-58.1% | $178,490-78.6% | $79,858-52.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 15.03% | 24.19%-9.2pp | 151.07%-136.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $975 | $3,256-70.1% | $5,011-80.6% | $2,471-60.6% |
| Participant deferral / active EE | $2,297 | $3,236-29.0% | $5,202-55.8% | $3,740-38.6% |
| Admin fee / account holder | $1,550 | $6,751-77.0% | $13,984-88.9% | $5,306-70.8% |