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 | $29,870 | $68,719-56.5% | $91,541-67.4% | $84,808-64.8% |
| Participation rate | 66.7% | 64.5%+2.2pp | 69.8%-3.1pp | 68.3%-1.6pp |
| Annual return | 19.97% | 19.12%+0.9pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $781 | $1,920-59.3% | $2,505-68.8% | $2,631-70.3% |
| Participant deferral / active EE | $1,761 | $3,136-43.8% | $4,008-56.1% | $4,212-58.2% |
| Admin fee / account holder | $617 | $5,786-89.3% | $6,956-91.1% | $7,344-91.6% |