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 | $52,121 | $37,426+39.3% | $77,482-32.7% | $79,858-34.7% |
| Participation rate | 57.1% | 41.5%+15.6pp | 54.2%+3.0pp | 69.6%-12.5pp |
| Annual return | 14.63% | 39.70%-25.1pp | 54.79%-40.2pp | 31.71%-17.1pp |
| Employer contribution / active EE | $741 | $637+16.4% | $986-24.9% | $2,471-70.0% |
| Participant deferral / active EE | $1,726 | $1,260+37.0% | $1,861-7.3% | $3,740-53.9% |
| Admin fee / account holder | $838 | $2,504-66.5% | $2,858-70.7% | $5,306-84.2% |