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 | $44,458 | $48,750-8.8% | $88,946-50.0% | $74,304-40.2% |
| Participation rate | 43.2% | 44.5%-1.3pp | 68.8%-25.6pp | 60.3%-17.1pp |
| Annual return | 19.52% | 25.91%-6.4pp | 57.82%-38.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,180 | $1,255-6.0% | $2,555-53.8% | $2,241-47.4% |
| Participant deferral / active EE | $1,568 | $2,423-35.3% | $4,581-65.8% | $3,767-58.4% |
| Admin fee / account holder | $1,958 | $3,756-47.9% | $8,261-76.3% | $2,969-34.1% |