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 | $32,669 | $54,705-40.3% | $71,209-54.1% | $84,808-61.5% |
| Participation rate | 66.2% | 64.1%+2.1pp | 73.8%-7.6pp | 68.3%-2.2pp |
| Annual return | 17.12% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,908 | $2,158-11.6% | $2,721-29.9% | $2,631-27.5% |
| Participant deferral / active EE | $4,149 | $3,030+36.9% | $4,175-0.6% | $4,212-1.5% |
| Admin fee / account holder | $5,045 | $4,863+3.7% | $5,349-5.7% | $7,344-31.3% |