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 | $88,524 | $81,460+8.7% | $103,333-14.3% | $80,856+9.5% |
| Participation rate | 59.4% | 66.8%-7.4pp | 74.5%-15.1pp | 67.6%-8.2pp |
| Annual return | 15.51% | 25.55%-10.0pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,493 | $3,105-19.7% | $3,868-35.5% | $2,755-9.5% |
| Participant deferral / active EE | $5,760 | $3,869+48.9% | $5,057+13.9% | $4,296+34.1% |
| Admin fee / account holder | $1,520 | $6,566-76.8% | $8,355-81.8% | $6,918-78.0% |