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 | $36,726 | $77,899-52.9% | $149,673-75.5% | $75,163-51.1% |
| Participation rate | 54.9% | 65.6%-10.7pp | 78.8%-23.9pp | 67.2%-12.3pp |
| Annual return | 19.66% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,986 | $3,137-36.7% | $4,818-58.8% | $2,670-25.6% |
| Participant deferral / active EE | $4,208 | $3,411+23.4% | $5,680-25.9% | $4,125+2.0% |
| Admin fee / account holder | $2,953 | $5,956-50.4% | $13,210-77.6% | $5,651-47.7% |