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 | $47,136 | $100,326-53.0% | $180,183-73.8% | $84,808-44.4% |
| Participation rate | 67.6% | 71.0%-3.4pp | 77.4%-9.8pp | 68.3%-0.7pp |
| Annual return | 19.71% | 17.86%+1.9pp | 27.86%-8.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,709 | $3,269+13.4% | $5,039-26.4% | $2,631+41.0% |
| Participant deferral / active EE | $7,382 | $5,066+45.7% | $6,822+8.2% | $4,212+75.3% |
| Admin fee / account holder | $3,618 | $9,674-62.6% | $19,975-81.9% | $7,344-50.7% |