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 3-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 | $21,340 | $58,208-63.3% | $81,812-73.9% | $80,856-73.6% |
| Participation rate | 31.0% | 63.4%-32.4pp | 72.3%-41.3pp | 67.6%-36.6pp |
| Annual return | 10.95% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $500 | $2,340-78.6% | $2,912-82.8% | $2,755-81.9% |
| Participant deferral / active EE | $1,980 | $3,281-39.6% | $4,319-54.1% | $4,296-53.9% |
| Admin fee / account holder | $2,678 | $4,981-46.2% | $7,386-63.7% | $6,918-61.3% |