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 | $70,359 | $163,101-56.9% | $136,749-48.5% | $142,382-50.6% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 17.91% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,337 | $4,117-67.5% | $3,400-60.7% | $4,299-68.9% |
| Participant deferral / active EE | $2,124 | $5,585-62.0% | $4,692-54.7% | $6,507-67.4% |
| Admin fee / account holder | $3,011 | $14,318-79.0% | $11,386-73.6% | $12,624-76.1% |