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 | $48,126 | $58,512-17.7% | $84,015-42.7% | $72,985-34.1% |
| Participation rate | 65.8% | 61.2%+4.5pp | 69.0%-3.3pp | 69.5%-3.7pp |
| Annual return | 21.92% | 28.93%-7.0pp | 71.31%-49.4pp | 81.00%-59.1pp |
| Employer contribution / active EE | $736 | $1,163-36.7% | $1,983-62.9% | $2,440-69.8% |
| Participant deferral / active EE | $1,857 | $2,394-22.4% | $3,239-42.7% | $3,607-48.5% |
| Admin fee / account holder | $8,302 | $4,569+81.7% | $6,101+36.1% | $5,124+62.0% |