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 | $42,407 | $80,717-47.5% | $154,803-72.6% | $84,808-50.0% |
| Participation rate | 67.8% | 66.8%+1.0pp | 78.1%-10.3pp | 68.3%-0.5pp |
| Annual return | 18.11% | 37.96%-19.8pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,526 | $2,761-44.7% | $4,305-64.6% | $2,631-42.0% |
| Participant deferral / active EE | $5,369 | $3,303+62.5% | $5,540-3.1% | $4,212+27.5% |
| Admin fee / account holder | $6,158 | $6,746-8.7% | $14,329-57.0% | $7,344-16.2% |