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 | $40,171 | $35,183+14.2% | $73,545-45.4% | $70,131-42.7% |
| Participation rate | 44.2% | 42.9%+1.3pp | 54.9%-10.7pp | 69.5%-25.4pp |
| Annual return | 15.42% | 26.90%-11.5pp | -15.16%+30.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $596 | $709-15.8% | $1,219-51.1% | $2,342-74.5% |
| Participant deferral / active EE | $904 | $1,220-25.9% | $1,806-49.9% | $3,332-72.9% |
| Admin fee / account holder | $2,489 | $2,302+8.1% | $2,320+7.3% | $4,645-46.4% |