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 | $56,451 | $58,512-3.5% | $84,015-32.8% | $72,985-22.7% |
| Participation rate | 53.2% | 61.2%-8.1pp | 69.0%-15.8pp | 69.5%-16.3pp |
| Annual return | 21.47% | 28.93%-7.5pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $350 | $1,163-69.9% | $1,983-82.3% | $2,440-85.6% |
| Participant deferral / active EE | $3,039 | $2,394+26.9% | $3,239-6.2% | $3,607-15.8% |
| Admin fee / account holder | $3,587 | $4,569-21.5% | $6,101-41.2% | $5,124-30.0% |