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 | $17,633 | $56,317-68.7% | $71,209-75.2% | $74,304-76.3% |
| Participation rate | 55.1% | 55.1%0pp | 73.8%-18.7pp | 60.3%-5.3pp |
| Annual return | 40.57% | 42.83%-2.3pp | 282.51%-241.9pp | 29.43%+11.1pp |
| Employer contribution / active EE | $548 | $2,160-74.6% | $2,721-79.9% | $2,241-75.5% |
| Participant deferral / active EE | $2,203 | $2,788-21.0% | $4,175-47.2% | $3,767-41.5% |
| Admin fee / account holder | $1,513 | $2,290-33.9% | $5,349-71.7% | $2,969-49.0% |