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 | $28,975 | $65,365-55.7% | $92,893-68.8% | $72,985-60.3% |
| Participation rate | 54.8% | 68.3%-13.5pp | 76.0%-21.2pp | 69.5%-14.6pp |
| Annual return | 23.45% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,927 | $2,594-25.7% | $3,653-47.3% | $2,440-21.0% |
| Participant deferral / active EE | $3,034 | $3,128-3.0% | $4,236-28.4% | $3,607-15.9% |
| Admin fee / account holder | $2,056 | $4,251-51.6% | $5,794-64.5% | $5,124-59.9% |