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 | $34,364 | $48,750-29.5% | $88,946-61.4% | $74,304-53.8% |
| Participation rate | 31.9% | 44.5%-12.5pp | 68.8%-36.9pp | 60.3%-28.4pp |
| Annual return | 15.24% | 25.91%-10.7pp | 57.82%-42.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $1,464 | $1,255+16.7% | $2,555-42.7% | $2,241-34.7% |
| Participant deferral / active EE | $3,811 | $2,423+57.3% | $4,581-16.8% | $3,767+1.2% |
| Admin fee / account holder | $12,304 | $3,756+227.6% | $8,261+48.9% | $2,969+314.5% |