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 | $32,134 | $34,934-8.0% | $56,411-43.0% | $74,495-56.9% |
| Participation rate | 18.6% | 32.8%-14.2pp | 52.5%-33.9pp | 67.2%-48.6pp |
| Annual return | 12.30% | 25.94%-13.6pp | 1701.33%-1689.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $320 | $609-47.4% | $1,039-69.2% | $2,623-87.8% |
| Participant deferral / active EE | $818 | $1,170-30.1% | $1,952-58.1% | $4,346-81.2% |
| Admin fee / account holder | $2,866 | $2,364+21.2% | $2,829+1.3% | $1,942+47.6% |