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 | $38,137 | $48,230-20.9% | $67,502-43.5% | $80,856-52.8% |
| Participation rate | 69.2% | 66.4%+2.9pp | 72.9%-3.6pp | 67.6%+1.6pp |
| Annual return | 13.29% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,482 | $2,020-26.6% | $2,731-45.7% | $2,755-46.2% |
| Participant deferral / active EE | $2,246 | $2,924-23.2% | $4,000-43.8% | $4,296-47.7% |
| Admin fee / account holder | $4,021 | $3,681+9.2% | $3,998+0.6% | $6,918-41.9% |