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 | $37,939 | $73,933-48.7% | $96,683-60.8% | $75,163-49.5% |
| Participation rate | 68.3% | 66.4%+1.9pp | 74.3%-6.0pp | 67.2%+1.1pp |
| Annual return | 14.84% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,221 | $2,928-58.3% | $3,737-67.3% | $2,670-54.3% |
| Participant deferral / active EE | $1,860 | $3,659-49.2% | $4,878-61.9% | $4,125-54.9% |
| Admin fee / account holder | $3,722 | $5,216-28.7% | $6,730-44.7% | $5,651-34.1% |