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 | $24,485 | $45,035-45.6% | $62,995-61.1% | $70,131-65.1% |
| Participation rate | 62.3% | 69.5%-7.2pp | 74.8%-12.5pp | 69.5%-7.2pp |
| Annual return | 19.97% | 18.76%+1.2pp | 87.57%-67.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,436 | $2,051-30.0% | $2,759-47.9% | $2,342-38.7% |
| Participant deferral / active EE | $2,481 | $2,465+0.7% | $3,329-25.5% | $3,332-25.5% |
| Admin fee / account holder | $3,871 | $2,834+36.6% | $3,600+7.5% | $4,645-16.7% |