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 | $76,747 | $118,450-35.2% | $98,439-22.0% | $139,434-45.0% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 19.74% | 18.94%+0.8pp | 21.16%-1.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,191 | $3,609-67.0% | $3,048-60.9% | $4,751-74.9% |
| Participant deferral / active EE | $3,763 | $5,392-30.2% | $4,738-20.6% | $6,710-43.9% |
| Admin fee / account holder | $1,576 | $14,026-88.8% | $8,948-82.4% | $11,403-86.2% |