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 | $65,631 | $35,183+86.5% | $73,545-10.8% | $70,131-6.4% |
| Participation rate | 13.9% | 42.9%-29.0pp | 54.9%-41.0pp | 69.5%-55.7pp |
| Annual return | 16.06% | 26.90%-10.8pp | -15.16%+31.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $276 | $709-61.1% | $1,219-77.4% | $2,342-88.2% |
| Participant deferral / active EE | $870 | $1,220-28.7% | $1,806-51.8% | $3,332-73.9% |
| Admin fee / account holder | $819 | $2,302-64.4% | $2,320-64.7% | $4,645-82.4% |