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 | $39,113 | $81,460-52.0% | $103,333-62.1% | $80,856-51.6% |
| Participation rate | 38.8% | 66.8%-28.0pp | 74.5%-35.7pp | 67.6%-28.8pp |
| Annual return | 11.78% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,001 | $3,105-67.8% | $3,868-74.1% | $2,755-63.6% |
| Participant deferral / active EE | $1,910 | $3,869-50.6% | $5,057-62.2% | $4,296-55.5% |
| Admin fee / account holder | $7,365 | $6,566+12.2% | $8,355-11.8% | $6,918+6.5% |