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 | $56,225 | $86,929-35.3% | $102,423-45.1% | $80,856-30.5% |
| Participation rate | 40.3% | 72.4%-32.1pp | 76.5%-36.2pp | 67.6%-27.4pp |
| Annual return | 20.64% | 18.88%+1.8pp | 29.32%-8.7pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,276 | $2,369-46.1% | $3,023-57.8% | $2,755-53.7% |
| Participant deferral / active EE | $2,198 | $4,118-46.6% | $5,053-56.5% | $4,296-48.8% |
| Admin fee / account holder | $2,050 | $8,049-74.5% | $9,451-78.3% | $6,918-70.4% |