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 | $62,920 | $37,426+68.1% | $77,482-18.8% | $79,858-21.2% |
| Participation rate | 44.6% | 41.5%+3.1pp | 54.2%-9.6pp | 69.6%-25.0pp |
| Annual return | 13.36% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.4pp |
| Employer contribution / active EE | $545 | $637-14.3% | $986-44.7% | $2,471-77.9% |
| Participant deferral / active EE | $1,004 | $1,260-20.3% | $1,861-46.1% | $3,740-73.2% |
| Admin fee / account holder | $4,771 | $2,504+90.5% | $2,858+67.0% | $5,306-10.1% |