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 | $57,304 | $93,571-38.8% | $135,903-57.8% | $75,163-23.8% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.7pp | 67.2%-4.0pp |
| Annual return | 20.42% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $3,292 | $3,537-6.9% | $4,856-32.2% | $2,670+23.3% |
| Participant deferral / active EE | $8,034 | $6,404+25.5% | $7,758+3.6% | $4,125+94.8% |
| Admin fee / account holder | $12,761 | $6,975+82.9% | $10,762+18.6% | $5,651+125.8% |