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 | $31,316 | $73,933-57.6% | $96,683-67.6% | $75,163-58.3% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 13.78% | 26.70%-12.9pp | 35.69%-21.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $1,090 | $2,928-62.8% | $3,737-70.8% | $2,670-59.2% |
| Participant deferral / active EE | $1,849 | $3,659-49.5% | $4,878-62.1% | $4,125-55.2% |
| Admin fee / account holder | $7,096 | $5,216+36.0% | $6,730+5.4% | $5,651+25.6% |