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 | $16,951 | $45,152-62.5% | $73,843-77.0% | $59,632-71.6% |
| Participation rate | 44.0% | 64.0%-20.0pp | 73.4%-29.4pp | 68.7%-24.7pp |
| Annual return | 1.64% | 27.40%-25.8pp | 2267.84%-2266.2pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $433 | $1,902-77.2% | $2,787-84.5% | $2,203-80.3% |
| Participant deferral / active EE | $961 | $2,574-62.7% | $3,583-73.2% | $3,192-69.9% |
| Admin fee / account holder | $1,327 | $3,516-62.3% | $4,880-72.8% | $4,297-69.1% |