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 | $49,151 | $53,777-8.6% | $134,143-63.4% | $79,858-38.5% |
| Participation rate | 68.0% | 58.8%+9.2pp | 72.2%-4.2pp | 69.6%-1.6pp |
| Annual return | 21.83% | 19.01%+2.8pp | 36.33%-14.5pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,219 | $1,321-7.8% | $3,704-67.1% | $2,471-50.7% |
| Participant deferral / active EE | $1,168 | $2,420-51.7% | $3,499-66.6% | $3,740-68.8% |
| Admin fee / account holder | $966 | $3,984-75.8% | $6,684-85.6% | $5,306-81.8% |