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 | $34,706 | $53,127-34.7% | $86,590-59.9% | $70,131-50.5% |
| Participation rate | 40.8% | 65.3%-24.5pp | 73.5%-32.7pp | 69.5%-28.7pp |
| Annual return | 15.06% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $620 | $2,068-70.0% | $2,839-78.2% | $2,342-73.5% |
| Participant deferral / active EE | $960 | $2,696-64.4% | $3,609-73.4% | $3,332-71.2% |
| Admin fee / account holder | $3,039 | $3,585-15.3% | $4,906-38.1% | $4,645-34.6% |