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 9-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 | $43,049 | $65,041-33.8% | $90,951-52.7% | $79,858-46.1% |
| Participation rate | 26.8% | 61.6%-34.8pp | 69.0%-42.3pp | 69.6%-42.9pp |
| Annual return | 16.64% | 30.45%-13.8pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $613 | $1,247-50.9% | $2,122-71.1% | $2,471-75.2% |
| Participant deferral / active EE | $1,679 | $2,512-33.1% | $3,373-50.2% | $3,740-55.1% |
| Admin fee / account holder | $626 | $4,536-86.2% | $5,959-89.5% | $5,306-88.2% |