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 | $39,235 | $64,324-39.0% | $118,925-67.0% | $79,858-50.9% |
| Participation rate | 39.3% | 64.9%-25.6pp | 75.4%-36.1pp | 69.6%-30.3pp |
| Annual return | 18.23% | 86.45%-68.2pp | 35.88%-17.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $2,046 | $1,836+11.4% | $3,263-37.3% | $2,471-17.2% |
| Participant deferral / active EE | $2,936 | $2,824+4.0% | $4,265-31.1% | $3,740-21.5% |
| Admin fee / account holder | $11,939 | $4,040+195.5% | $6,581+81.4% | $5,306+125.0% |