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 | $47,902 | $70,428-32.0% | $96,562-50.4% | $85,850-44.2% |
| Participation rate | 59.2% | 61.8%-2.6pp | 69.8%-10.6pp | 69.3%-10.1pp |
| Annual return | 16.62% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,228 | $1,413-13.1% | $2,356-47.9% | $2,565-52.1% |
| Participant deferral / active EE | $2,015 | $2,894-30.4% | $3,849-47.7% | $3,952-49.0% |
| Admin fee / account holder | $1,596 | $4,997-68.1% | $6,181-74.2% | $6,260-74.5% |