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 | $23,085 | $77,419-70.2% | $69,455-66.8% | $152,861-84.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 30.08% | 39.06%-9.0pp | 28.97%+1.1pp | 345.32%-315.2pp |
| Employer contribution / active EE | $902 | $3,315-72.8% | $2,779-67.5% | $4,762-81.1% |
| Participant deferral / active EE | $3,331 | $4,414-24.5% | $3,535-5.8% | $5,850-43.1% |
| Admin fee / account holder | $483 | $6,207-92.2% | $3,839-87.4% | $11,596-95.8% |