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 | $47,028 | $109,413-57.0% | $156,263-69.9% | $84,808-44.5% |
| Participation rate | 68.9% | 72.7%-3.8pp | 78.9%-10.1pp | 68.3%+0.5pp |
| Annual return | 14.76% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,876 | $2,907-35.4% | $4,333-56.7% | $2,631-28.7% |
| Participant deferral / active EE | $5,836 | $4,590+27.2% | $6,158-5.2% | $4,212+38.6% |
| Admin fee / account holder | $3,911 | $9,357-58.2% | $14,255-72.6% | $7,344-46.7% |