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 | $61,654 | $55,371+11.3% | $95,585-35.5% | $74,304-17.0% |
| Participation rate | 47.6% | 53.8%-6.2pp | 72.1%-24.5pp | 60.3%-12.8pp |
| Annual return | 18.42% | 24.26%-5.8pp | 38.56%-20.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,509 | $1,437+5.0% | $2,527-40.3% | $2,241-32.7% |
| Participant deferral / active EE | $3,741 | $2,955+26.6% | $4,023-7.0% | $3,767-0.7% |
| Admin fee / account holder | $4,203 | $2,620+60.4% | $6,127-31.4% | $2,969+41.6% |