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 | $77,719 | $48,046+61.8% | $84,611-8.1% | $72,985+6.5% |
| Participation rate | 56.0% | 57.6%-1.6pp | 68.2%-12.2pp | 69.5%-13.5pp |
| Annual return | 36.93% | 37.38%-0.5pp | 258.74%-221.8pp | 81.00%-44.1pp |
| Employer contribution / active EE | $1,720 | $1,602+7.4% | $2,652-35.2% | $2,440-29.5% |
| Participant deferral / active EE | $4,228 | $2,680+57.7% | $3,899+8.4% | $3,607+17.2% |
| Admin fee / account holder | $4,114 | $3,395+21.2% | $4,912-16.3% | $5,124-19.7% |