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 | $35,674 | $68,547-48.0% | $120,354-70.4% | $80,856-55.9% |
| Participation rate | 68.8% | 61.6%+7.2pp | 71.9%-3.1pp | 67.6%+1.2pp |
| Annual return | 13.44% | 23.60%-10.2pp | 107.15%-93.7pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,660 | $2,051-19.1% | $3,463-52.0% | $2,755-39.7% |
| Participant deferral / active EE | $3,535 | $3,173+11.4% | $4,991-29.2% | $4,296-17.7% |
| Admin fee / account holder | $1,377 | $5,732-76.0% | $9,423-85.4% | $6,918-80.1% |