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 | $24,011 | $65,041-63.1% | $90,951-73.6% | $79,858-69.9% |
| Participation rate | 67.7% | 61.6%+6.1pp | 69.0%-1.3pp | 69.6%-1.9pp |
| Annual return | 18.40% | 30.45%-12.0pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,203 | $1,247-3.6% | $2,122-43.3% | $2,471-51.3% |
| Participant deferral / active EE | $3,511 | $2,512+39.8% | $3,373+4.1% | $3,740-6.1% |
| Admin fee / account holder | $1,888 | $4,536-58.4% | $5,959-68.3% | $5,306-64.4% |