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 | $51,780 | $65,041-20.4% | $90,951-43.1% | $79,858-35.2% |
| Participation rate | 63.6% | 61.6%+2.0pp | 69.0%-5.4pp | 69.6%-6.0pp |
| Annual return | 13.54% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $586 | $1,247-53.0% | $2,122-72.4% | $2,471-76.3% |
| Participant deferral / active EE | $3,726 | $2,512+48.3% | $3,373+10.5% | $3,740-0.4% |
| Admin fee / account holder | $1,011 | $4,536-77.7% | $5,959-83.0% | $5,306-80.9% |