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 | $16,589 | $85,202-80.5% | $172,739-90.4% | $72,985-77.3% |
| Participation rate | 44.7% | 70.1%-25.4pp | 82.6%-38.0pp | 69.5%-24.8pp |
| Annual return | 20.38% | 27.32%-6.9pp | 802.84%-782.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $533 | $3,324-84.0% | $5,143-89.6% | $2,440-78.2% |
| Participant deferral / active EE | $2,037 | $3,260-37.5% | $5,198-60.8% | $3,607-43.5% |
| Admin fee / account holder | $3,489 | $5,884-40.7% | $13,954-75.0% | $5,124-31.9% |