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 | $30,790 | $49,915-38.3% | $154,803-80.1% | $74,304-58.6% |
| Participation rate | 32.8% | 54.0%-21.2pp | 78.1%-45.3pp | 60.3%-27.6pp |
| Annual return | 12.99% | 34.06%-21.1pp | 58.88%-45.9pp | 29.43%-16.4pp |
| Employer contribution / active EE | $720 | $1,611-55.3% | $4,305-83.3% | $2,241-67.9% |
| Participant deferral / active EE | $911 | $2,255-59.6% | $5,540-83.6% | $3,767-75.8% |
| Admin fee / account holder | $4,766 | $2,189+117.7% | $14,329-66.7% | $2,969+60.5% |