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 | $38,205 | $62,127-38.5% | $81,382-53.1% | $74,495-48.7% |
| Participation rate | 47.0% | 64.0%-17.0pp | 69.5%-22.5pp | 67.2%-20.2pp |
| Annual return | 16.06% | 16.48%-0.4pp | 24.73%-8.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $679 | $1,882-63.9% | $2,463-72.4% | $2,623-74.1% |
| Participant deferral / active EE | $2,015 | $3,229-37.6% | $3,883-48.1% | $4,346-53.6% |
| Admin fee / account holder | $2,939 | $1,934+51.9% | $5,768-49.1% | $1,942+51.4% |