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 | $49,754 | $66,098-24.7% | $101,794-51.1% | $74,304-33.0% |
| Participation rate | 65.2% | 53.8%+11.5pp | 69.2%-4.0pp | 60.3%+4.9pp |
| Annual return | 15.97% | 19.59%-3.6pp | 30.53%-14.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $927 | $1,082-14.2% | $2,289-59.5% | $2,241-58.6% |
| Participant deferral / active EE | $2,755 | $2,781-0.9% | $4,084-32.5% | $3,767-26.9% |
| Admin fee / account holder | $4,329 | $4,146+4.4% | $8,777-50.7% | $2,969+45.8% |