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 | $28,114 | $103,376-72.8% | $87,100-67.7% | $152,861-81.6% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 18.86% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,010 | $3,220-68.6% | $2,521-60.0% | $4,762-78.8% |
| Participant deferral / active EE | $1,554 | $4,778-67.5% | $4,049-61.6% | $5,850-73.4% |
| Admin fee / account holder | $6,561 | $12,205-46.2% | $7,497-12.5% | $11,596-43.4% |