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 | $48,984 | $73,933-33.7% | $96,683-49.3% | $75,163-34.8% |
| Participation rate | 68.7% | 66.4%+2.3pp | 74.3%-5.7pp | 67.2%+1.5pp |
| Annual return | 13.59% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,916 | $2,928-34.5% | $3,737-48.7% | $2,670-28.2% |
| Participant deferral / active EE | $4,149 | $3,659+13.4% | $4,878-14.9% | $4,125+0.6% |
| Admin fee / account holder | $5,460 | $5,216+4.7% | $6,730-18.9% | $5,651-3.4% |