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 | $27,505 | $32,037-14.1% | $69,182-60.2% | $62,891-56.3% |
| Participation rate | 29.8% | 43.4%-13.6pp | 55.1%-25.3pp | 69.3%-39.5pp |
| Annual return | 7.45% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $333 | $679-51.0% | $1,206-72.4% | $2,281-85.4% |
| Participant deferral / active EE | $962 | $1,185-18.8% | $1,897-49.3% | $3,203-70.0% |
| Admin fee / account holder | $3,522 | $2,608+35.0% | $2,697+30.6% | $4,296-18.0% |