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 | $63,800 | $35,183+81.3% | $73,545-13.3% | $70,131-9.0% |
| Participation rate | 33.3% | 42.9%-9.6pp | 54.9%-21.6pp | 69.5%-36.2pp |
| Annual return | 18.07% | 26.90%-8.8pp | -15.16%+33.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $674 | $709-4.9% | $1,219-44.7% | $2,342-71.2% |
| Participant deferral / active EE | $1,906 | $1,220+56.3% | $1,806+5.6% | $3,332-42.8% |
| Admin fee / account holder | $772 | $2,302-66.5% | $2,320-66.7% | $4,645-83.4% |