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 | $35,346 | $91,552-61.4% | $133,956-73.6% | $79,858-55.7% |
| Participation rate | 63.0% | 73.3%-10.3pp | 79.8%-16.8pp | 69.6%-6.6pp |
| Annual return | 10.99% | 61.85%-50.9pp | 45.09%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,705 | $2,384-28.5% | $3,919-56.5% | $2,471-31.0% |
| Participant deferral / active EE | $3,203 | $3,733-14.2% | $5,048-36.5% | $3,740-14.4% |
| Admin fee / account holder | $3,057 | $6,321-51.6% | $8,927-65.8% | $5,306-42.4% |