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 | $48,261 | $53,777-10.3% | $134,143-64.0% | $79,858-39.6% |
| Participation rate | 61.3% | 58.8%+2.5pp | 72.2%-10.9pp | 69.6%-8.4pp |
| Annual return | 13.46% | 19.01%-5.5pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $425 | $1,321-67.8% | $3,704-88.5% | $2,471-82.8% |
| Participant deferral / active EE | $2,762 | $2,420+14.1% | $3,499-21.1% | $3,740-26.1% |
| Admin fee / account holder | $5,106 | $3,984+28.2% | $6,684-23.6% | $5,306-3.8% |