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 | $48,585 | $74,927-35.2% | $101,794-52.3% | $84,808-42.7% |
| Participation rate | 56.8% | 61.4%-4.6pp | 69.2%-12.4pp | 68.3%-11.6pp |
| Annual return | 18.12% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,394 | $1,522-8.4% | $2,289-39.1% | $2,631-47.0% |
| Participant deferral / active EE | $4,017 | $3,099+29.6% | $4,084-1.6% | $4,212-4.6% |
| Admin fee / account holder | $6,722 | $6,514+3.2% | $8,777-23.4% | $7,344-8.5% |