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 | $20,042 | $75,828-73.6% | $147,614-86.4% | $59,632-66.4% |
| Participation rate | 35.5% | 71.6%-36.0pp | 84.6%-49.1pp | 68.7%-33.1pp |
| Annual return | 9.52% | 0.37%+9.2pp | 61.98%-52.5pp | 2041.28%-2031.8pp |
| Employer contribution / active EE | $1,407 | $3,485-59.6% | $5,564-74.7% | $2,203-36.1% |
| Participant deferral / active EE | $1,513 | $3,130-51.7% | $4,895-69.1% | $3,192-52.6% |
| Admin fee / account holder | $3,093 | $5,985-48.3% | $11,611-73.4% | $4,297-28.0% |