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 | $51,579 | $48,230+6.9% | $67,502-23.6% | $80,856-36.2% |
| Participation rate | 60.0% | 66.4%-6.4pp | 72.9%-12.9pp | 67.6%-7.6pp |
| Annual return | 14.11% | 18.28%-4.2pp | 3512.12%-3498.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,676 | $2,020-17.0% | $2,731-38.6% | $2,755-39.2% |
| Participant deferral / active EE | $2,902 | $2,924-0.7% | $4,000-27.4% | $4,296-32.4% |
| Admin fee / account holder | $8,487 | $3,681+130.6% | $3,998+112.3% | $6,918+22.7% |