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 | $38,748 | $35,986+7.7% | $77,482-50.0% | $73,488-47.3% |
| Participation rate | 43.8% | 40.8%+3.0pp | 54.2%-10.4pp | 70.7%-26.9pp |
| Annual return | 11.93% | 19.26%-7.3pp | 54.79%-42.9pp | 28.51%-16.6pp |
| Employer contribution / active EE | $275 | $557-50.6% | $986-72.1% | $2,270-87.9% |
| Participant deferral / active EE | $817 | $1,198-31.8% | $1,861-56.1% | $3,740-78.1% |
| Admin fee / account holder | $1,484 | $466+218.7% | $2,858-48.1% | $513+189.3% |