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 | $35,068 | $77,899-55.0% | $149,673-76.6% | $75,163-53.3% |
| Participation rate | 65.2% | 65.6%-0.4pp | 78.8%-13.5pp | 67.2%-2.0pp |
| Annual return | 15.86% | 31.72%-15.9pp | 134.42%-118.6pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,613 | $3,137-48.6% | $4,818-66.5% | $2,670-39.6% |
| Participant deferral / active EE | $1,844 | $3,411-45.9% | $5,680-67.5% | $4,125-55.3% |
| Admin fee / account holder | $7,897 | $5,956+32.6% | $13,210-40.2% | $5,651+39.8% |