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 | $43,114 | $35,183+22.5% | $73,545-41.4% | $70,131-38.5% |
| Participation rate | 20.9% | 42.9%-22.0pp | 54.9%-34.0pp | 69.5%-48.6pp |
| Annual return | 14.33% | 26.90%-12.6pp | -15.16%+29.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $489 | $709-31.0% | $1,219-59.9% | $2,342-79.1% |
| Participant deferral / active EE | $980 | $1,220-19.7% | $1,806-45.7% | $3,332-70.6% |
| Admin fee / account holder | $1,465 | $2,302-36.3% | $2,320-36.8% | $4,645-68.5% |