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 | $38,481 | $46,869-17.9% | $122,332-68.5% | $70,131-45.1% |
| Participation rate | 63.4% | 58.2%+5.2pp | 71.6%-8.2pp | 69.5%-6.1pp |
| Annual return | 19.97% | 24.22%-4.2pp | 30.27%-10.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,165 | $1,288-9.5% | $4,050-71.2% | $2,342-50.3% |
| Participant deferral / active EE | $2,431 | $2,166+12.2% | $3,287-26.0% | $3,332-27.0% |
| Admin fee / account holder | $7,449 | $3,322+124.2% | $5,478+36.0% | $4,645+60.4% |