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 | $59,345 | $56,110+5.8% | $94,993-37.5% | $70,131-15.4% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.9%-29.4pp | 69.5%-25.1pp |
| Annual return | 20.05% | 51.02%-31.0pp | 27.12%-7.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $1,109 | $1,442-23.1% | $2,603-57.4% | $2,342-52.7% |
| Participant deferral / active EE | $2,223 | $2,391-7.0% | $3,317-33.0% | $3,332-33.3% |
| Admin fee / account holder | $2,842 | $3,456-17.8% | $4,960-42.7% | $4,645-38.8% |