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 5-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 | $24,664 | $29,660-16.8% | $56,411-56.3% | $80,856-69.5% |
| Participation rate | 36.0% | 41.6%-5.6pp | 52.5%-16.5pp | 67.6%-31.6pp |
| Annual return | 16.41% | 35.23%-18.8pp | 1701.33%-1684.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $269 | $669-59.9% | $1,039-74.1% | $2,755-90.2% |
| Participant deferral / active EE | $2,367 | $1,226+93.1% | $1,952+21.3% | $4,296-44.9% |
| Admin fee / account holder | $453 | $2,428-81.3% | $2,829-84.0% | $6,918-93.4% |