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 | $24,375 | $60,124-59.5% | $90,404-73.0% | $79,858-69.5% |
| Participation rate | 27.7% | 65.0%-37.3pp | 72.7%-45.0pp | 69.6%-42.0pp |
| Annual return | 23.71% | 71.94%-48.2pp | 1293.02%-1269.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $708 | $2,068-65.8% | $3,262-78.3% | $2,471-71.4% |
| Participant deferral / active EE | $837 | $2,938-71.5% | $3,963-78.9% | $3,740-77.6% |
| Admin fee / account holder | $914 | $3,976-77.0% | $5,611-83.7% | $5,306-82.8% |