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 | $44,783 | $78,926-43.3% | $136,749-67.3% | $84,808-47.2% |
| Participation rate | 62.3% | 62.2%+0.2pp | 72.1%-9.8pp | 68.3%-6.0pp |
| Annual return | 16.91% | 18.17%-1.3pp | 24.33%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,439 | $2,134-32.6% | $3,400-57.7% | $2,631-45.3% |
| Participant deferral / active EE | $2,054 | $3,168-35.2% | $4,692-56.2% | $4,212-51.2% |
| Admin fee / account holder | $1,286 | $6,369-79.8% | $11,386-88.7% | $7,344-82.5% |