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 | $52,647 | $72,492-27.4% | $87,100-39.6% | $72,985-27.9% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 26.16% | 24.46%+1.7pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,878 | $1,894+157.6% | $2,521+93.5% | $2,440+99.9% |
| Participant deferral / active EE | $3,542 | $3,270+8.3% | $4,049-12.5% | $3,607-1.8% |
| Admin fee / account holder | $708 | $5,055-86.0% | $7,497-90.6% | $5,124-86.2% |