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 | $38,472 | $65,041-40.8% | $90,951-57.7% | $79,858-51.8% |
| Participation rate | 56.6% | 61.6%-5.0pp | 69.0%-12.4pp | 69.6%-13.0pp |
| Annual return | 21.86% | 30.45%-8.6pp | 134.60%-112.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $901 | $1,247-27.8% | $2,122-57.5% | $2,471-63.5% |
| Participant deferral / active EE | $1,744 | $2,512-30.6% | $3,373-48.3% | $3,740-53.4% |
| Admin fee / account holder | $1,500 | $4,536-66.9% | $5,959-74.8% | $5,306-71.7% |