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 | $29,217 | $72,277-59.6% | $101,248-71.1% | $79,858-63.4% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 21.94% | 22.30%-0.4pp | 46.47%-24.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,263 | $2,692-53.1% | $3,660-65.5% | $2,471-48.9% |
| Participant deferral / active EE | $1,635 | $3,282-50.2% | $4,370-62.6% | $3,740-56.3% |
| Admin fee / account holder | $470 | $4,400-89.3% | $5,945-92.1% | $5,306-91.1% |