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 | $46,512 | $78,926-41.1% | $136,749-66.0% | $84,808-45.2% |
| Participation rate | 69.1% | 62.2%+6.9pp | 72.1%-3.1pp | 68.3%+0.8pp |
| Annual return | 17.25% | 18.17%-0.9pp | 24.33%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,793 | $2,134-16.0% | $3,400-47.2% | $2,631-31.8% |
| Participant deferral / active EE | $3,689 | $3,168+16.4% | $4,692-21.4% | $4,212-12.4% |
| Admin fee / account holder | $1,948 | $6,369-69.4% | $11,386-82.9% | $7,344-73.5% |