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 | $49,131 | $57,016-13.8% | $84,966-42.2% | $80,856-39.2% |
| Participation rate | 61.0% | 56.3%+4.6pp | 67.5%-6.5pp | 67.6%-6.7pp |
| Annual return | 10.53% | 21.66%-11.1pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,458 | $1,798-18.9% | $2,727-46.5% | $2,755-47.1% |
| Participant deferral / active EE | $1,944 | $3,110-37.5% | $4,519-57.0% | $4,296-54.8% |
| Admin fee / account holder | $4,372 | $4,980-12.2% | $6,149-28.9% | $6,918-36.8% |