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 | $71,711 | $69,207+3.6% | $64,056+12.0% | $139,434-48.6% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 17.60% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $858 | $3,182-73.0% | $2,747-68.8% | $4,751-81.9% |
| Participant deferral / active EE | $3,844 | $4,682-17.9% | $3,880-0.9% | $6,710-42.7% |
| Admin fee / account holder | $3,828 | $4,244-9.8% | $3,068+24.8% | $11,403-66.4% |