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 | $44,317 | $80,717-45.1% | $154,803-71.4% | $84,808-47.7% |
| Participation rate | 59.4% | 66.8%-7.4pp | 78.1%-18.7pp | 68.3%-8.9pp |
| Annual return | 22.76% | 37.96%-15.2pp | 58.88%-36.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,155 | $2,761-22.0% | $4,305-49.9% | $2,631-18.1% |
| Participant deferral / active EE | $4,497 | $3,303+36.1% | $5,540-18.8% | $4,212+6.8% |
| Admin fee / account holder | $1,090 | $6,746-83.8% | $14,329-92.4% | $7,344-85.2% |