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 | $48,254 | $45,073+7.1% | $69,455-30.5% | $72,985-33.9% |
| Participation rate | 60.6% | 68.5%-7.9pp | 74.6%-14.0pp | 69.5%-8.9pp |
| Annual return | 25.98% | 22.65%+3.3pp | 28.97%-3.0pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,623 | $2,054-21.0% | $2,779-41.6% | $2,440-33.5% |
| Participant deferral / active EE | $3,929 | $2,602+51.0% | $3,535+11.1% | $3,607+8.9% |
| Admin fee / account holder | $1,686 | $3,056-44.8% | $3,839-56.1% | $5,124-67.1% |