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 | $25,812 | $54,705-52.8% | $71,209-63.8% | $84,808-69.6% |
| Participation rate | 54.1% | 64.1%-10.0pp | 73.8%-19.7pp | 68.3%-14.3pp |
| Annual return | 18.29% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $508 | $2,158-76.4% | $2,721-81.3% | $2,631-80.7% |
| Participant deferral / active EE | $3,090 | $3,030+2.0% | $4,175-26.0% | $4,212-26.6% |
| Admin fee / account holder | $407 | $4,863-91.6% | $5,349-92.4% | $7,344-94.5% |