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 | $38,126 | $65,041-41.4% | $90,951-58.1% | $79,858-52.3% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.5pp | 69.6%-8.1pp |
| Annual return | 16.48% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,108 | $1,247+69.0% | $2,122-0.7% | $2,471-14.7% |
| Participant deferral / active EE | $4,802 | $2,512+91.2% | $3,373+42.4% | $3,740+28.4% |
| Admin fee / account holder | $1,668 | $4,536-63.2% | $5,959-72.0% | $5,306-68.6% |