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 | $35,696 | $127,264-72.0% | $109,895-67.5% | $167,490-78.7% |
| Participation rate | 46.7% | 77.9%-31.2pp | 74.2%-27.6pp | 82.1%-35.4pp |
| Annual return | 17.63% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $787 | $3,322-76.3% | $2,842-72.3% | $4,837-83.7% |
| Participant deferral / active EE | $2,199 | $4,514-51.3% | $4,048-45.7% | $6,341-65.3% |
| Admin fee / account holder | $1,140 | $7,114-84.0% | $6,066-81.2% | $12,309-90.7% |