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 | $36,747 | $48,750-24.6% | $88,946-58.7% | $74,304-50.5% |
| Participation rate | 49.5% | 44.5%+5.0pp | 68.8%-19.3pp | 60.3%-10.8pp |
| Annual return | 14.83% | 25.91%-11.1pp | 57.82%-43.0pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,119 | $1,255-10.8% | $2,555-56.2% | $2,241-50.1% |
| Participant deferral / active EE | $1,684 | $2,423-30.5% | $4,581-63.2% | $3,767-55.3% |
| Admin fee / account holder | $8,957 | $3,756+138.5% | $8,261+8.4% | $2,969+201.7% |