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 | $28,857 | $78,926-63.4% | $136,749-78.9% | $84,808-66.0% |
| Participation rate | 59.1% | 62.2%-3.1pp | 72.1%-13.0pp | 68.3%-9.2pp |
| Annual return | 15.92% | 18.17%-2.2pp | 24.33%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,096 | $2,134-48.7% | $3,400-67.8% | $2,631-58.3% |
| Participant deferral / active EE | $1,473 | $3,168-53.5% | $4,692-68.6% | $4,212-65.0% |
| Admin fee / account holder | $1,262 | $6,369-80.2% | $11,386-88.9% | $7,344-82.8% |