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 | $67,099 | $48,750+37.6% | $88,946-24.6% | $74,304-9.7% |
| Participation rate | 41.0% | 44.5%-3.5pp | 68.8%-27.8pp | 60.3%-19.3pp |
| Annual return | 17.63% | 25.91%-8.3pp | 57.82%-40.2pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,903 | $1,255+51.6% | $2,555-25.5% | $2,241-15.1% |
| Participant deferral / active EE | $4,004 | $2,423+65.3% | $4,581-12.6% | $3,767+6.3% |
| Admin fee / account holder | $5,461 | $3,756+45.4% | $8,261-33.9% | $2,969+83.9% |