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 | $50,182 | $76,367-34.3% | $93,606-46.4% | $72,985-31.2% |
| Participation rate | 61.0% | 71.7%-10.8pp | 75.8%-14.9pp | 69.5%-8.5pp |
| Annual return | 24.18% | 25.82%-1.6pp | 32.76%-8.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $628 | $2,275-72.4% | $2,718-76.9% | $2,440-74.3% |
| Participant deferral / active EE | $4,215 | $3,538+19.1% | $4,069+3.6% | $3,607+16.9% |
| Admin fee / account holder | $670 | $6,838-90.2% | $7,888-91.5% | $5,124-86.9% |