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 | $27,659 | $72,277-61.7% | $101,248-72.7% | $79,858-65.4% |
| Participation rate | 54.1% | 68.5%-14.3pp | 75.8%-21.7pp | 69.6%-15.5pp |
| Annual return | 20.54% | 22.30%-1.8pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,739 | $2,692-35.4% | $3,660-52.5% | $2,471-29.6% |
| Participant deferral / active EE | $2,887 | $3,282-12.0% | $4,370-33.9% | $3,740-22.8% |
| Admin fee / account holder | $5,160 | $4,400+17.3% | $5,945-13.2% | $5,306-2.8% |