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 | $41,299 | $66,098-37.5% | $101,794-59.4% | $74,304-44.4% |
| Participation rate | 64.6% | 53.8%+10.8pp | 69.2%-4.6pp | 60.3%+4.3pp |
| Annual return | 36.50% | 19.59%+16.9pp | 30.53%+6.0pp | 29.43%+7.1pp |
| Employer contribution / active EE | $1,182 | $1,082+9.3% | $2,289-48.4% | $2,241-47.3% |
| Participant deferral / active EE | $2,365 | $2,781-15.0% | $4,084-42.1% | $3,767-37.2% |
| Admin fee / account holder | $468 | $4,146-88.7% | $8,777-94.7% | $2,969-84.2% |