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 | $25,005 | $72,277-65.4% | $101,248-75.3% | $79,858-68.7% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 23.13% | 22.30%+0.8pp | 46.47%-23.3pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,410 | $2,692-47.6% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $4,645 | $3,282+41.5% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $2,335 | $4,400-46.9% | $5,945-60.7% | $5,306-56.0% |