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 | $40,063 | $73,933-45.8% | $96,683-58.6% | $75,163-46.7% |
| Participation rate | 69.0% | 66.4%+2.5pp | 74.3%-5.4pp | 67.2%+1.8pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,010 | $2,928+2.8% | $3,737-19.5% | $2,670+12.7% |
| Participant deferral / active EE | $2,890 | $3,659-21.0% | $4,878-40.8% | $4,125-29.9% |
| Admin fee / account holder | $5,454 | $5,216+4.6% | $6,730-19.0% | $5,651-3.5% |