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 | $40,494 | $49,915-18.9% | $154,803-73.8% | $74,304-45.5% |
| Participation rate | 45.2% | 54.0%-8.8pp | 78.1%-32.9pp | 60.3%-15.2pp |
| Annual return | 14.99% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $273 | $1,611-83.1% | $4,305-93.7% | $2,241-87.8% |
| Participant deferral / active EE | $1,240 | $2,255-45.0% | $5,540-77.6% | $3,767-67.1% |
| Admin fee / account holder | $3,013 | $2,189+37.6% | $14,329-79.0% | $2,969+1.5% |