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 | $35,142 | $54,541-35.6% | $78,778-55.4% | $70,131-49.9% |
| Participation rate | 40.5% | 60.8%-20.3pp | 69.2%-28.7pp | 69.5%-29.0pp |
| Annual return | 16.86% | 21.07%-4.2pp | 35.62%-18.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,241 | $1,089+14.0% | $1,986-37.5% | $2,342-47.0% |
| Participant deferral / active EE | $1,955 | $2,210-11.6% | $2,958-33.9% | $3,332-41.3% |
| Admin fee / account holder | $1,599 | $3,709-56.9% | $5,134-68.8% | $4,645-65.6% |