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 | $27,731 | $110,257-74.8% | $96,544-71.3% | $139,434-80.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 19.72% | 26.32%-6.6pp | 25.84%-6.1pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,702 | $3,620-53.0% | $2,965-42.6% | $4,751-64.2% |
| Participant deferral / active EE | $3,403 | $5,548-38.7% | $4,851-29.8% | $6,710-49.3% |
| Admin fee / account holder | $2,527 | $11,591-78.2% | $8,252-69.4% | $11,403-77.8% |