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 | $44,337 | $77,899-43.1% | $149,673-70.4% | $75,163-41.0% |
| Participation rate | 52.4% | 65.6%-13.2pp | 78.8%-26.4pp | 67.2%-14.8pp |
| Annual return | 24.60% | 31.72%-7.1pp | 134.42%-109.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,194 | $3,137-30.1% | $4,818-54.5% | $2,670-17.8% |
| Participant deferral / active EE | $3,818 | $3,411+11.9% | $5,680-32.8% | $4,125-7.4% |
| Admin fee / account holder | $5,740 | $5,956-3.6% | $13,210-56.5% | $5,651+1.6% |