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 | $44,054 | $54,705-19.5% | $71,209-38.1% | $84,808-48.1% |
| Participation rate | 62.7% | 64.1%-1.4pp | 73.8%-11.1pp | 68.3%-5.6pp |
| Annual return | 13.46% | 35.90%-22.4pp | 282.51%-269.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,225 | $2,158-43.2% | $2,721-55.0% | $2,631-53.4% |
| Participant deferral / active EE | $4,935 | $3,030+62.8% | $4,175+18.2% | $4,212+17.2% |
| Admin fee / account holder | $1,156 | $4,863-76.2% | $5,349-78.4% | $7,344-84.3% |