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 | $42,025 | $72,492-42.0% | $87,100-51.8% | $72,985-42.4% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 26.19% | 24.46%+1.7pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,936 | $1,894+2.2% | $2,521-23.2% | $2,440-20.6% |
| Participant deferral / active EE | $3,954 | $3,270+20.9% | $4,049-2.3% | $3,607+9.6% |
| Admin fee / account holder | $2,905 | $5,055-42.5% | $7,497-61.3% | $5,124-43.3% |