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 | $38,198 | $93,571-59.2% | $135,903-71.9% | $75,163-49.2% |
| Participation rate | 61.0% | 75.2%-14.2pp | 81.9%-20.9pp | 67.2%-6.2pp |
| Annual return | 15.78% | 30.90%-15.1pp | 68.23%-52.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,455 | $3,537-30.6% | $4,856-49.4% | $2,670-8.0% |
| Participant deferral / active EE | $4,558 | $6,404-28.8% | $7,758-41.2% | $4,125+10.5% |
| Admin fee / account holder | $11,601 | $6,975+66.3% | $10,762+7.8% | $5,651+105.3% |