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 | $29,340 | $98,750-70.3% | $149,696-80.4% | $79,858-63.3% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.5%-17.0pp | 69.6%-4.2pp |
| Annual return | 19.45% | 27.43%-8.0pp | 276.60%-257.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,473 | $3,216-23.1% | $4,644-46.7% | $2,471+0.1% |
| Participant deferral / active EE | $4,819 | $5,680-15.2% | $6,842-29.6% | $3,740+28.8% |
| Admin fee / account holder | $440 | $6,053-92.7% | $9,309-95.3% | $5,306-91.7% |