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 | $45,236 | $48,795-7.3% | $65,493-30.9% | $84,808-46.7% |
| Participation rate | 62.3% | 67.0%-4.6pp | 73.1%-10.8pp | 68.3%-6.0pp |
| Annual return | 12.65% | 20.20%-7.5pp | 982.45%-969.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $909 | $1,930-52.9% | $2,574-64.7% | $2,631-65.4% |
| Participant deferral / active EE | $2,840 | $2,928-3.0% | $3,961-28.3% | $4,212-32.6% |
| Admin fee / account holder | $3,438 | $3,877-11.3% | $5,028-31.6% | $7,344-53.2% |