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 | $55,125 | $49,915+10.4% | $154,803-64.4% | $74,304-25.8% |
| Participation rate | 59.6% | 54.0%+5.7pp | 78.1%-18.4pp | 60.3%-0.7pp |
| Annual return | 26.59% | 34.06%-7.5pp | 58.88%-32.3pp | 29.43%-2.8pp |
| Employer contribution / active EE | $1,237 | $1,611-23.2% | $4,305-71.3% | $2,241-44.8% |
| Participant deferral / active EE | $3,577 | $2,255+58.6% | $5,540-35.4% | $3,767-5.0% |
| Admin fee / account holder | $639 | $2,189-70.8% | $14,329-95.5% | $2,969-78.5% |