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 | $22,337 | $165,912-86.5% | $122,332-81.7% | $147,584-84.9% |
| Participation rate | 36.8% | 79.6%-42.7pp | 71.6%-34.8pp | 82.8%-46.0pp |
| Annual return | 8.91% | 34.55%-25.6pp | 30.27%-21.4pp | 578.55%-569.6pp |
| Employer contribution / active EE | $301 | $5,754-94.8% | $4,050-92.6% | $4,876-93.8% |
| Participant deferral / active EE | $530 | $4,005-86.8% | $3,287-83.9% | $5,439-90.2% |
| Admin fee / account holder | $307 | $7,424-95.9% | $5,478-94.4% | $10,885-97.2% |