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 | $48,233 | $60,022-19.6% | $88,946-45.8% | $84,808-43.1% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 23.98% | 22.43%+1.6pp | 57.82%-33.8pp | 40.90%-16.9pp |
| Employer contribution / active EE | $4,547 | $1,703+167.0% | $2,555+78.0% | $2,631+72.8% |
| Participant deferral / active EE | $10,849 | $3,114+248.4% | $4,581+136.8% | $4,212+157.6% |
| Admin fee / account holder | $2,423 | $4,811-49.6% | $8,261-70.7% | $7,344-67.0% |