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 | $27,929 | $49,915-44.0% | $154,803-82.0% | $74,304-62.4% |
| Participation rate | 65.6% | 54.0%+11.6pp | 78.1%-12.5pp | 60.3%+5.2pp |
| Annual return | 14.81% | 34.06%-19.2pp | 58.88%-44.1pp | 29.43%-14.6pp |
| Employer contribution / active EE | $1,107 | $1,611-31.3% | $4,305-74.3% | $2,241-50.6% |
| Participant deferral / active EE | $1,588 | $2,255-29.5% | $5,540-71.3% | $3,767-57.8% |
| Admin fee / account holder | $3,142 | $2,189+43.5% | $14,329-78.1% | $2,969+5.8% |