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 | $23,115 | $63,355-63.5% | $91,989-74.9% | $72,985-68.3% |
| Participation rate | 51.7% | 72.5%-20.8pp | 78.6%-26.9pp | 69.5%-17.8pp |
| Annual return | 24.63% | 35.35%-10.7pp | 69.02%-44.4pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,497 | $2,116-29.2% | $3,452-56.6% | $2,440-38.6% |
| Participant deferral / active EE | $2,702 | $4,883-44.7% | $5,923-54.4% | $3,607-25.1% |
| Admin fee / account holder | $490 | $4,668-89.5% | $7,743-93.7% | $5,124-90.4% |