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 | $65,950 | $48,750+35.3% | $88,946-25.9% | $74,304-11.2% |
| Participation rate | 35.5% | 44.5%-9.0pp | 68.8%-33.3pp | 60.3%-24.8pp |
| Annual return | 17.31% | 25.91%-8.6pp | 57.82%-40.5pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,143 | $1,255-8.9% | $2,555-55.3% | $2,241-49.0% |
| Participant deferral / active EE | $2,328 | $2,423-3.9% | $4,581-49.2% | $3,767-38.2% |
| Admin fee / account holder | $4,300 | $3,756+14.5% | $8,261-47.9% | $2,969+44.8% |