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 | $43,061 | $78,705-45.3% | $117,854-63.5% | $70,131-38.6% |
| Participation rate | 66.0% | 73.2%-7.2pp | 79.7%-13.7pp | 69.5%-3.5pp |
| Annual return | 13.27% | 23.30%-10.0pp | 335.08%-321.8pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,479 | $2,223-33.5% | $3,786-60.9% | $2,342-36.9% |
| Participant deferral / active EE | $3,184 | $3,297-3.4% | $4,482-29.0% | $3,332-4.4% |
| Admin fee / account holder | $7,561 | $5,065+49.3% | $8,020-5.7% | $4,645+62.8% |