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 | $10,995 | $51,175-78.5% | $70,515-84.4% | $75,163-85.4% |
| Participation rate | 67.5% | 60.9%+6.5pp | 68.3%-0.9pp | 67.2%+0.3pp |
| Annual return | 17.82% | 30.02%-12.2pp | 32.77%-15.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,394 | $1,826-23.7% | $2,973-53.1% | $2,670-47.8% |
| Participant deferral / active EE | $2,469 | $2,849-13.3% | $4,567-45.9% | $4,125-40.1% |
| Admin fee / account holder | $914 | $4,091-77.6% | $6,412-85.7% | $5,651-83.8% |