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 | $22,070 | $49,915-55.8% | $154,803-85.7% | $74,304-70.3% |
| Participation rate | 48.5% | 54.0%-5.4pp | 78.1%-29.5pp | 60.3%-11.8pp |
| Annual return | 18.52% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $595 | $1,611-63.1% | $4,305-86.2% | $2,241-73.5% |
| Participant deferral / active EE | $1,474 | $2,255-34.6% | $5,540-73.4% | $3,767-60.9% |
| Admin fee / account holder | $3,894 | $2,189+77.9% | $14,329-72.8% | $2,969+31.2% |