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 | $64,865 | $83,477-22.3% | $125,175-48.2% | $72,985-11.1% |
| Participation rate | 34.1% | 73.3%-39.2pp | 79.8%-45.7pp | 69.5%-35.4pp |
| Annual return | 34.73% | 25.78%+9.0pp | 43.79%-9.1pp | 81.00%-46.3pp |
| Employer contribution / active EE | $1,038 | $2,345-55.7% | $3,865-73.1% | $2,440-57.5% |
| Participant deferral / active EE | $1,919 | $3,585-46.5% | $4,937-61.1% | $3,607-46.8% |
| Admin fee / account holder | $976 | $5,517-82.3% | $9,702-89.9% | $5,124-80.9% |