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 | $46,019 | $65,041-29.2% | $90,951-49.4% | $79,858-42.4% |
| Participation rate | 58.1% | 61.6%-3.5pp | 69.0%-10.9pp | 69.6%-11.6pp |
| Annual return | 32.73% | 30.45%+2.3pp | 134.60%-101.9pp | 31.71%+1.0pp |
| Employer contribution / active EE | $272 | $1,247-78.2% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $2,672 | $2,512+6.4% | $3,373-20.8% | $3,740-28.6% |
| Admin fee / account holder | $11,453 | $4,536+152.5% | $5,959+92.2% | $5,306+115.8% |