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 | $20,192 | $52,681-61.7% | $75,781-73.4% | $59,632-66.1% |
| Participation rate | 55.9% | 67.2%-11.3pp | 75.8%-19.9pp | 68.7%-12.8pp |
| Annual return | 5.71% | 2.95%+2.8pp | 9.68%-4.0pp | 2041.28%-2035.6pp |
| Employer contribution / active EE | $1,493 | $2,193-31.9% | $3,323-55.1% | $2,203-32.2% |
| Participant deferral / active EE | $3,741 | $2,591+44.4% | $3,651+2.5% | $3,192+17.2% |
| Admin fee / account holder | $3,014 | $3,610-16.5% | $5,299-43.1% | $4,297-29.8% |