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 | $40,380 | $45,035-10.3% | $62,995-35.9% | $70,131-42.4% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 21.94% | 18.76%+3.2pp | 87.57%-65.6pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,880 | $2,051-8.3% | $2,759-31.9% | $2,342-19.7% |
| Participant deferral / active EE | $4,406 | $2,465+78.8% | $3,329+32.3% | $3,332+32.2% |
| Admin fee / account holder | $374 | $2,834-86.8% | $3,600-89.6% | $4,645-92.0% |