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 | $50,699 | $37,426+35.5% | $77,482-34.6% | $79,858-36.5% |
| Participation rate | 23.9% | 41.5%-17.6pp | 54.2%-30.3pp | 69.6%-45.7pp |
| Annual return | 11.74% | 39.70%-28.0pp | 54.79%-43.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $171 | $637-73.2% | $986-82.7% | $2,471-93.1% |
| Participant deferral / active EE | $493 | $1,260-60.9% | $1,861-73.5% | $3,740-86.8% |
| Admin fee / account holder | $1,643 | $2,504-34.4% | $2,858-42.5% | $5,306-69.0% |