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 | $28,285 | $95,266-70.3% | $82,389-65.7% | $142,382-80.1% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.5%-0.3pp | 80.1%-10.9pp |
| Annual return | 15.11% | 25.74%-10.6pp | 28.67%-13.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $633 | $2,991-78.9% | $2,517-74.9% | $4,299-85.3% |
| Participant deferral / active EE | $2,740 | $4,809-43.0% | $4,155-34.0% | $6,507-57.9% |
| Admin fee / account holder | $1,260 | $8,563-85.3% | $7,231-82.6% | $12,624-90.0% |