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 | $43,301 | $63,764-32.1% | $81,930-47.1% | $79,858-45.8% |
| Participation rate | 67.2% | 67.5%-0.3pp | 72.0%-4.8pp | 69.6%-2.4pp |
| Annual return | 12.03% | 22.66%-10.6pp | 29.49%-17.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,210 | $1,795-32.6% | $4,310-71.9% | $2,471-51.0% |
| Participant deferral / active EE | $1,773 | $2,780-36.2% | $7,107-75.1% | $3,740-52.6% |
| Admin fee / account holder | $2,642 | $4,426-40.3% | $5,158-48.8% | $5,306-50.2% |