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 | $44,020 | $70,428-37.5% | $96,562-54.4% | $85,850-48.7% |
| Participation rate | 60.7% | 61.8%-1.2pp | 69.8%-9.2pp | 69.3%-8.7pp |
| Annual return | 18.27% | 18.59%-0.3pp | 37.78%-19.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $415 | $1,413-70.6% | $2,356-82.4% | $2,565-83.8% |
| Participant deferral / active EE | $3,019 | $2,894+4.3% | $3,849-21.6% | $3,952-23.6% |
| Admin fee / account holder | $1,852 | $4,997-62.9% | $6,181-70.0% | $6,260-70.4% |