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 | $59,257 | $47,848+23.8% | $81,478-27.3% | $70,131-15.5% |
| Participation rate | 68.6% | 58.3%+10.4pp | 68.0%+0.7pp | 69.5%-0.9pp |
| Annual return | 25.32% | 27.25%-1.9pp | 38.78%-13.5pp | 73.14%-47.8pp |
| Employer contribution / active EE | $228 | $1,527-85.1% | $2,568-91.1% | $2,342-90.3% |
| Participant deferral / active EE | $1,860 | $2,453-24.2% | $3,537-47.4% | $3,332-44.2% |
| Admin fee / account holder | $1,376 | $3,145-56.2% | $4,561-69.8% | $4,645-70.4% |