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 | $21,629 | $58,879-63.3% | $178,490-87.9% | $73,488-70.6% |
| Participation rate | 68.5% | 66.2%+2.3pp | 81.9%-13.4pp | 70.7%-2.1pp |
| Annual return | 15.76% | 24.86%-9.1pp | 151.07%-135.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $1,691 | $2,236-24.4% | $5,011-66.3% | $2,270-25.5% |
| Participant deferral / active EE | $3,763 | $2,567+46.6% | $5,202-27.7% | $3,740+0.6% |
| Admin fee / account holder | $7,409 | $400+1750.8% | $13,984-47.0% | $513+1344.1% |