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 | $78,098 | $51,045+53.0% | $70,515+10.8% | $71,457+9.3% |
| Participation rate | 32.4% | 59.4%-27.1pp | 68.3%-36.0pp | 67.9%-35.6pp |
| Annual return | 34.19% | 42.63%-8.4pp | 32.77%+1.4pp | 28.85%+5.3pp |
| Employer contribution / active EE | $812 | $1,790-54.6% | $2,973-72.7% | $2,588-68.6% |
| Participant deferral / active EE | $1,780 | $3,026-41.2% | $4,567-61.0% | $4,289-58.5% |
| Admin fee / account holder | $2,650 | $1,994+32.9% | $6,412-58.7% | $1,587+67.0% |