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 | $25,080 | $31,388-20.1% | $73,545-65.9% | $62,292-59.7% |
| Participation rate | 46.9% | 39.9%+7.0pp | 54.9%-8.1pp | 69.5%-22.7pp |
| Annual return | 16.86% | 25.34%-8.5pp | -15.16%+32.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $517 | $498+3.8% | $1,219-57.6% | $2,042-74.7% |
| Participant deferral / active EE | $967 | $1,028-6.0% | $1,806-46.4% | $3,169-69.5% |
| Admin fee / account holder | $754 | $299+151.9% | $2,320-67.5% | $479+57.3% |