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 | $30,635 | $84,233-63.6% | $170,442-82.0% | $70,131-56.3% |
| Participation rate | 65.3% | 70.8%-5.5pp | 83.6%-18.3pp | 69.5%-4.2pp |
| Annual return | 14.72% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,311 | $3,387-61.3% | $5,433-75.9% | $2,342-44.0% |
| Participant deferral / active EE | $2,245 | $3,086-27.2% | $4,939-54.5% | $3,332-32.6% |
| Admin fee / account holder | $5,601 | $5,698-1.7% | $13,880-59.7% | $4,645+20.6% |