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 | $32,173 | $63,355-49.2% | $91,989-65.0% | $72,985-55.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 78.6%-16.1pp | 69.5%-7.0pp |
| Annual return | 24.68% | 35.35%-10.7pp | 69.02%-44.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,731 | $2,116+29.1% | $3,452-20.9% | $2,440+11.9% |
| Participant deferral / active EE | $5,381 | $4,883+10.2% | $5,923-9.2% | $3,607+49.2% |
| Admin fee / account holder | $8,716 | $4,668+86.7% | $7,743+12.6% | $5,124+70.1% |