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 | $48,051 | $37,426+28.4% | $77,482-38.0% | $79,858-39.8% |
| Participation rate | 51.0% | 41.5%+9.5pp | 54.2%-3.2pp | 69.6%-18.6pp |
| Annual return | 20.77% | 39.70%-18.9pp | 54.79%-34.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,176 | $637+84.8% | $986+19.3% | $2,471-52.4% |
| Participant deferral / active EE | $3,548 | $1,260+181.6% | $1,861+90.6% | $3,740-5.1% |
| Admin fee / account holder | $364 | $2,504-85.5% | $2,858-87.3% | $5,306-93.1% |