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 | $34,430 | $82,882-58.5% | $127,761-73.1% | $72,985-52.8% |
| Participation rate | 69.2% | 71.5%-2.3pp | 79.0%-9.8pp | 69.5%-0.3pp |
| Annual return | 33.16% | 32.20%+1.0pp | 26.14%+7.0pp | 81.00%-47.8pp |
| Employer contribution / active EE | $4,001 | $3,346+19.6% | $4,574-12.5% | $2,440+64.0% |
| Participant deferral / active EE | $6,145 | $4,791+28.3% | $6,021+2.0% | $3,607+70.3% |
| Admin fee / account holder | $7,946 | $6,487+22.5% | $9,395-15.4% | $5,124+55.1% |