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 | $61,195 | $66,098-7.4% | $101,794-39.9% | $74,304-17.6% |
| Participation rate | 26.0% | 53.8%-27.8pp | 69.2%-43.2pp | 60.3%-34.3pp |
| Annual return | 16.31% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $700 | $1,082-35.3% | $2,289-69.4% | $2,241-68.8% |
| Participant deferral / active EE | $1,227 | $2,781-55.9% | $4,084-70.0% | $3,767-67.4% |
| Admin fee / account holder | $7,654 | $4,146+84.6% | $8,777-12.8% | $2,969+157.8% |