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 | $41,978 | $93,571-55.1% | $135,903-69.1% | $75,163-44.2% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 19.50% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,968 | $3,537-44.3% | $4,856-59.5% | $2,670-26.3% |
| Participant deferral / active EE | $4,183 | $6,404-34.7% | $7,758-46.1% | $4,125+1.4% |
| Admin fee / account holder | $10,821 | $6,975+55.1% | $10,762+0.6% | $5,651+91.5% |