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 | $37,413 | $57,354-34.8% | $83,848-55.4% | $64,186-41.7% |
| Participation rate | 52.8% | 68.6%-15.8pp | 76.1%-23.4pp | 69.6%-16.8pp |
| Annual return | 2.99% | 11.38%-8.4pp | 850.88%-847.9pp | 7.63%-4.6pp |
| Employer contribution / active EE | $1,521 | $2,545-40.3% | $3,631-58.1% | $2,381-36.1% |
| Participant deferral / active EE | $3,031 | $2,993+1.3% | $4,082-25.7% | $3,470-12.6% |
| Admin fee / account holder | $1,170 | $4,046-71.1% | $5,478-78.6% | $4,888-76.1% |