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 | $41,422 | $49,915-17.0% | $154,803-73.2% | $74,304-44.3% |
| Participation rate | 55.4% | 54.0%+1.4pp | 78.1%-22.7pp | 60.3%-5.0pp |
| Annual return | 18.51% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,190 | $1,611-26.1% | $4,305-72.4% | $2,241-46.9% |
| Participant deferral / active EE | $2,915 | $2,255+29.3% | $5,540-47.4% | $3,767-22.6% |
| Admin fee / account holder | $3,259 | $2,189+48.9% | $14,329-77.3% | $2,969+9.8% |