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 | $40,238 | $65,041-38.1% | $90,951-55.8% | $79,858-49.6% |
| Participation rate | 63.3% | 61.6%+1.7pp | 69.0%-5.7pp | 69.6%-6.4pp |
| Annual return | 21.98% | 30.45%-8.5pp | 134.60%-112.6pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,750 | $1,247+40.3% | $2,122-17.5% | $2,471-29.2% |
| Participant deferral / active EE | $3,980 | $2,512+58.5% | $3,373+18.0% | $3,740+6.4% |
| Admin fee / account holder | $2,350 | $4,536-48.2% | $5,959-60.6% | $5,306-55.7% |