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 | $45,697 | $37,426+22.1% | $77,482-41.0% | $79,858-42.8% |
| Participation rate | 27.1% | 41.5%-14.4pp | 54.2%-27.1pp | 69.6%-42.5pp |
| Annual return | 16.71% | 39.70%-23.0pp | 54.79%-38.1pp | 31.71%-15.0pp |
| Employer contribution / active EE | $528 | $637-17.0% | $986-46.4% | $2,471-78.6% |
| Participant deferral / active EE | $1,273 | $1,260+1.1% | $1,861-31.6% | $3,740-66.0% |
| Admin fee / account holder | $1,178 | $2,504-53.0% | $2,858-58.8% | $5,306-77.8% |