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 | $38,230 | $53,777-28.9% | $134,143-71.5% | $79,858-52.1% |
| Participation rate | 67.3% | 58.8%+8.5pp | 72.2%-4.9pp | 69.6%-2.4pp |
| Annual return | 27.18% | 19.01%+8.2pp | 36.33%-9.1pp | 31.71%-4.5pp |
| Employer contribution / active EE | $374 | $1,321-71.7% | $3,704-89.9% | $2,471-84.9% |
| Participant deferral / active EE | $2,196 | $2,420-9.2% | $3,499-37.2% | $3,740-41.3% |
| Admin fee / account holder | $1,170 | $3,984-70.6% | $6,684-82.5% | $5,306-78.0% |