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 | $41,980 | $49,915-15.9% | $154,803-72.9% | $74,304-43.5% |
| Participation rate | 60.5% | 54.0%+6.6pp | 78.1%-17.5pp | 60.3%+0.2pp |
| Annual return | 12.92% | 34.06%-21.1pp | 58.88%-46.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $580 | $1,611-64.0% | $4,305-86.5% | $2,241-74.1% |
| Participant deferral / active EE | $1,776 | $2,255-21.2% | $5,540-67.9% | $3,767-52.8% |
| Admin fee / account holder | $1,730 | $2,189-21.0% | $14,329-87.9% | $2,969-41.7% |