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 | $55,341 | $48,364+14.4% | $71,796-22.9% | $62,891-12.0% |
| Participation rate | 65.2% | 60.6%+4.6pp | 69.1%-3.9pp | 69.3%-4.1pp |
| Annual return | 18.28% | 13.16%+5.1pp | 78.04%-59.8pp | 20.14%-1.9pp |
| Employer contribution / active EE | $943 | $1,042-9.4% | $1,924-51.0% | $2,281-58.6% |
| Participant deferral / active EE | $2,411 | $2,091+15.3% | $2,794-13.7% | $3,203-24.7% |
| Admin fee / account holder | $2,885 | $3,771-23.5% | $4,815-40.1% | $4,296-32.8% |