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 | $52,219 | $65,365-20.1% | $92,893-43.8% | $72,985-28.5% |
| Participation rate | 55.8% | 68.3%-12.5pp | 76.0%-20.2pp | 69.5%-13.7pp |
| Annual return | 21.05% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,983 | $2,594+15.0% | $3,653-18.3% | $2,440+22.3% |
| Participant deferral / active EE | $6,254 | $3,128+99.9% | $4,236+47.6% | $3,607+73.4% |
| Admin fee / account holder | $2,704 | $4,251-36.4% | $5,794-53.3% | $5,124-47.2% |