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 | $48,308 | $83,477-42.1% | $125,175-61.4% | $72,985-33.8% |
| Participation rate | 65.5% | 73.3%-7.8pp | 79.8%-14.3pp | 69.5%-4.0pp |
| Annual return | 35.70% | 25.78%+9.9pp | 43.79%-8.1pp | 81.00%-45.3pp |
| Employer contribution / active EE | $1,584 | $2,345-32.5% | $3,865-59.0% | $2,440-35.1% |
| Participant deferral / active EE | $3,485 | $3,585-2.8% | $4,937-29.4% | $3,607-3.4% |
| Admin fee / account holder | $414 | $5,517-92.5% | $9,702-95.7% | $5,124-91.9% |