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 | $47,783 | $79,944-40.2% | $98,439-51.5% | $75,163-36.4% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.2%-7.2pp | 67.2%+0.8pp |
| Annual return | 18.15% | 19.75%-1.6pp | 21.16%-3.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $803 | $2,264-64.5% | $3,048-73.7% | $2,670-69.9% |
| Participant deferral / active EE | $1,866 | $3,752-50.3% | $4,738-60.6% | $4,125-54.8% |
| Admin fee / account holder | $3,720 | $6,840-45.6% | $8,948-58.4% | $5,651-34.2% |