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 | $39,901 | $85,766-53.5% | $136,294-70.7% | $70,131-43.1% |
| Participation rate | 61.1% | 74.2%-13.0pp | 81.9%-20.8pp | 69.5%-8.4pp |
| Annual return | 19.08% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,774 | $2,966-6.5% | $4,695-40.9% | $2,342+18.4% |
| Participant deferral / active EE | $5,418 | $5,051+7.3% | $6,247-13.3% | $3,332+62.6% |
| Admin fee / account holder | $8,886 | $5,420+63.9% | $9,243-3.9% | $4,645+91.3% |