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 | $31,191 | $100,326-68.9% | $180,183-82.7% | $84,808-63.2% |
| Participation rate | 36.7% | 71.0%-34.3pp | 77.4%-40.8pp | 68.3%-31.6pp |
| Annual return | 14.28% | 17.86%-3.6pp | 27.86%-13.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,613 | $3,269-20.1% | $5,039-48.1% | $2,631-0.7% |
| Participant deferral / active EE | $4,477 | $5,066-11.6% | $6,822-34.4% | $4,212+6.3% |
| Admin fee / account holder | $14,808 | $9,674+53.1% | $19,975-25.9% | $7,344+101.6% |