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 | $25,325 | $49,227-48.6% | $70,449-64.1% | $79,858-68.3% |
| Participation rate | 69.4% | 69.2%+0.3pp | 75.1%-5.6pp | 69.6%-0.2pp |
| Annual return | 24.32% | 30.06%-5.7pp | 109.03%-84.7pp | 31.71%-7.4pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,173 | $2,768+123.0% | $3,709+66.4% | $3,740+65.0% |
| Admin fee / account holder | $1,631 | $2,878-43.3% | $3,845-57.6% | $5,306-69.3% |