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 | $21,330 | $74,927-71.5% | $101,794-79.0% | $84,808-74.8% |
| Participation rate | 16.1% | 61.4%-45.3pp | 69.2%-53.1pp | 68.3%-52.2pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,235 | $1,522+46.9% | $2,289-2.3% | $2,631-15.0% |
| Participant deferral / active EE | $3,379 | $3,099+9.0% | $4,084-17.3% | $4,212-19.8% |
| Admin fee / account holder | $2,318 | $6,514-64.4% | $8,777-73.6% | $7,344-68.4% |