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 | $30,064 | $67,984-55.8% | $65,493-54.1% | $74,304-59.5% |
| Participation rate | 43.6% | 66.3%-22.8pp | 73.1%-29.5pp | 60.3%-16.8pp |
| Annual return | 17.32% | 19.87%-2.5pp | 982.45%-965.1pp | 29.43%-12.1pp |
| Employer contribution / active EE | $636 | $2,491-74.5% | $2,574-75.3% | $2,241-71.6% |
| Participant deferral / active EE | $1,212 | $3,346-63.8% | $3,961-69.4% | $3,767-67.8% |
| Admin fee / account holder | $819 | $1,373-40.3% | $5,028-83.7% | $2,969-72.4% |