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 | $42,777 | $58,512-26.9% | $84,015-49.1% | $72,985-41.4% |
| Participation rate | 56.8% | 61.2%-4.4pp | 69.0%-12.2pp | 69.5%-12.7pp |
| Annual return | 19.16% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $610 | $1,163-47.6% | $1,983-69.3% | $2,440-75.0% |
| Participant deferral / active EE | $3,602 | $2,394+50.5% | $3,239+11.2% | $3,607-0.1% |
| Admin fee / account holder | $12,627 | $4,569+176.4% | $6,101+107.0% | $5,124+146.4% |