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 | $58,421 | $48,750+19.8% | $88,946-34.3% | $74,304-21.4% |
| Participation rate | 46.2% | 44.5%+1.7pp | 68.8%-22.7pp | 60.3%-14.2pp |
| Annual return | 22.99% | 25.91%-2.9pp | 57.82%-34.8pp | 29.43%-6.4pp |
| Employer contribution / active EE | $1,415 | $1,255+12.7% | $2,555-44.6% | $2,241-36.9% |
| Participant deferral / active EE | $3,555 | $2,423+46.7% | $4,581-22.4% | $3,767-5.6% |
| Admin fee / account holder | $4,945 | $3,756+31.7% | $8,261-40.1% | $2,969+66.6% |