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 | $43,432 | $65,041-33.2% | $90,951-52.2% | $79,858-45.6% |
| Participation rate | 61.4% | 61.6%-0.2pp | 69.0%-7.6pp | 69.6%-8.2pp |
| Annual return | 15.72% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $701 | $1,247-43.8% | $2,122-67.0% | $2,471-71.6% |
| Participant deferral / active EE | $2,204 | $2,512-12.3% | $3,373-34.7% | $3,740-41.1% |
| Admin fee / account holder | $5,849 | $4,536+28.9% | $5,959-1.8% | $5,306+10.2% |