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 | $38,380 | $108,172-64.5% | $77,482-50.5% | $158,922-75.9% |
| Participation rate | 57.1% | 64.4%-7.3pp | 54.2%+3.0pp | 82.0%-24.8pp |
| Annual return | 14.16% | 31.67%-17.5pp | 54.79%-40.6pp | 302.83%-288.7pp |
| Employer contribution / active EE | $576 | $1,325-56.5% | $986-41.6% | $4,761-87.9% |
| Participant deferral / active EE | $2,226 | $2,456-9.4% | $1,861+19.6% | $5,982-62.8% |
| Admin fee / account holder | $1,767 | $3,708-52.3% | $2,858-38.2% | $11,246-84.3% |