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 | $48,153 | $54,762-12.1% | $90,281-46.7% | $72,985-34.0% |
| Participation rate | 65.6% | 65.1%+0.5pp | 73.3%-7.6pp | 69.5%-3.9pp |
| Annual return | 18.86% | 30.63%-11.8pp | 78.10%-59.2pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,869 | $2,092-10.7% | $2,854-34.5% | $2,440-23.4% |
| Participant deferral / active EE | $4,027 | $2,887+39.5% | $3,885+3.6% | $3,607+11.6% |
| Admin fee / account holder | $1,738 | $3,972-56.3% | $5,351-67.5% | $5,124-66.1% |