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 | $39,125 | $59,097-33.8% | $82,389-52.5% | $74,304-47.3% |
| Participation rate | 61.9% | 52.8%+9.1pp | 69.5%-7.6pp | 60.3%+1.6pp |
| Annual return | 17.40% | 22.85%-5.4pp | 28.67%-11.3pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,116 | $1,601-30.3% | $2,517-55.7% | $2,241-50.2% |
| Participant deferral / active EE | $4,436 | $2,775+59.8% | $4,155+6.8% | $3,767+17.8% |
| Admin fee / account holder | $6,271 | $4,489+39.7% | $7,231-13.3% | $2,969+111.2% |