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 | $34,527 | $84,233-59.0% | $170,442-79.7% | $70,131-50.8% |
| Participation rate | 61.4% | 70.8%-9.5pp | 83.6%-22.2pp | 69.5%-8.2pp |
| Annual return | 20.60% | 23.06%-2.5pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,515 | $3,387-55.3% | $5,433-72.1% | $2,342-35.3% |
| Participant deferral / active EE | $3,403 | $3,086+10.3% | $4,939-31.1% | $3,332+2.1% |
| Admin fee / account holder | $882 | $5,698-84.5% | $13,880-93.6% | $4,645-81.0% |