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 | $64,133 | $59,263+8.2% | $96,562-33.6% | $79,386-19.2% |
| Participation rate | 47.7% | 61.9%-14.2pp | 69.8%-22.1pp | 70.7%-23.0pp |
| Annual return | 16.54% | 27.07%-10.5pp | 37.78%-21.2pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,323 | $1,216+8.8% | $2,356-43.9% | $2,427-45.5% |
| Participant deferral / active EE | $2,986 | $2,948+1.3% | $3,849-22.4% | $4,046-26.2% |
| Admin fee / account holder | $3,618 | $658+449.5% | $6,181-41.5% | $626+477.5% |