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 | $49,174 | $49,915-1.5% | $154,803-68.2% | $74,304-33.8% |
| Participation rate | 63.7% | 54.0%+9.8pp | 78.1%-14.3pp | 60.3%+3.4pp |
| Annual return | 15.89% | 34.06%-18.2pp | 58.88%-43.0pp | 29.43%-13.5pp |
| Employer contribution / active EE | $879 | $1,611-45.5% | $4,305-79.6% | $2,241-60.8% |
| Participant deferral / active EE | $2,132 | $2,255-5.4% | $5,540-61.5% | $3,767-43.4% |
| Admin fee / account holder | $8,208 | $2,189+275.0% | $14,329-42.7% | $2,969+176.5% |