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 | $36,642 | $53,777-31.9% | $134,143-72.7% | $79,858-54.1% |
| Participation rate | 60.9% | 58.8%+2.2pp | 72.2%-11.2pp | 69.6%-8.7pp |
| Annual return | 16.22% | 19.01%-2.8pp | 36.33%-20.1pp | 31.71%-15.5pp |
| Employer contribution / active EE | $855 | $1,321-35.3% | $3,704-76.9% | $2,471-65.4% |
| Participant deferral / active EE | $2,196 | $2,420-9.3% | $3,499-37.2% | $3,740-41.3% |
| Admin fee / account holder | $4,192 | $3,984+5.2% | $6,684-37.3% | $5,306-21.0% |