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 | $21,646 | $80,717-73.2% | $154,803-86.0% | $84,808-74.5% |
| Participation rate | 66.1% | 66.8%-0.7pp | 78.1%-12.0pp | 68.3%-2.2pp |
| Annual return | 15.16% | 37.96%-22.8pp | 58.88%-43.7pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,232 | $2,761-55.4% | $4,305-71.4% | $2,631-53.2% |
| Participant deferral / active EE | $2,330 | $3,303-29.5% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $3,384 | $6,746-49.8% | $14,329-76.4% | $7,344-53.9% |