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 | $42,432 | $58,512-27.5% | $84,015-49.5% | $72,985-41.9% |
| Participation rate | 58.8% | 61.2%-2.4pp | 69.0%-10.2pp | 69.5%-10.7pp |
| Annual return | 20.35% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $625 | $1,163-46.3% | $1,983-68.5% | $2,440-74.4% |
| Participant deferral / active EE | $1,524 | $2,394-36.3% | $3,239-52.9% | $3,607-57.8% |
| Admin fee / account holder | $3,160 | $4,569-30.8% | $6,101-48.2% | $5,124-38.3% |