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 | $20,439 | $61,774-66.9% | $97,226-79.0% | $80,856-74.7% |
| Participation rate | 58.1% | 63.5%-5.4pp | 72.7%-14.6pp | 67.6%-9.6pp |
| Annual return | 13.87% | -557.90%+571.8pp | 75.13%-61.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,395 | $1,837-24.0% | $2,729-48.9% | $2,755-49.3% |
| Participant deferral / active EE | $2,949 | $3,029-2.6% | $4,264-30.8% | $4,296-31.3% |
| Admin fee / account holder | $7,356 | $5,166+42.4% | $5,654+30.1% | $6,918+6.3% |