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 | $42,618 | $54,762-22.2% | $90,281-52.8% | $72,985-41.6% |
| Participation rate | 64.6% | 65.1%-0.6pp | 73.3%-8.7pp | 69.5%-4.9pp |
| Annual return | 22.88% | 30.63%-7.7pp | 78.10%-55.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $909 | $2,092-56.6% | $2,854-68.2% | $2,440-62.7% |
| Participant deferral / active EE | $4,283 | $2,887+48.4% | $3,885+10.2% | $3,607+18.7% |
| Admin fee / account holder | $521 | $3,972-86.9% | $5,351-90.3% | $5,124-89.8% |