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 | $38,533 | $60,892-36.7% | $82,389-53.2% | $84,808-54.6% |
| Participation rate | 66.1% | 63.3%+2.8pp | 69.5%-3.4pp | 68.3%-2.2pp |
| Annual return | 14.53% | 37.29%-22.8pp | 28.67%-14.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $666 | $1,779-62.6% | $2,517-73.5% | $2,631-74.7% |
| Participant deferral / active EE | $2,153 | $3,179-32.3% | $4,155-48.2% | $4,212-48.9% |
| Admin fee / account holder | $2,906 | $5,467-46.8% | $7,231-59.8% | $7,344-60.4% |