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 | $43,824 | $81,248-46.1% | $155,509-71.8% | $80,856-45.8% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 35.55% | 33.31%+2.2pp | 64.67%-29.1pp | 35.59%0pp |
| Employer contribution / active EE | $4,388 | $3,100+41.5% | $4,672-6.1% | $2,755+59.3% |
| Participant deferral / active EE | $4,957 | $3,452+43.6% | $5,626-11.9% | $4,296+15.4% |
| Admin fee / account holder | $5,625 | $7,997-29.7% | $15,912-64.6% | $6,918-18.7% |