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 | $32,893 | $110,257-70.2% | $96,544-65.9% | $139,434-76.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 25.95% | 26.32%-0.4pp | 25.84%+0.1pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,182 | $3,620-12.1% | $2,965+7.3% | $4,751-33.0% |
| Participant deferral / active EE | $6,381 | $5,548+15.0% | $4,851+31.5% | $6,710-4.9% |
| Admin fee / account holder | $1,689 | $11,591-85.4% | $8,252-79.5% | $11,403-85.2% |