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 | $49,621 | $46,553+6.6% | $64,056-22.5% | $75,163-34.0% |
| Participation rate | 59.6% | 65.9%-6.3pp | 72.3%-12.7pp | 67.2%-7.6pp |
| Annual return | 22.66% | 26.03%-3.4pp | 33.69%-11.0pp | 160.62%-138.0pp |
| Employer contribution / active EE | $1,489 | $1,974-24.6% | $2,747-45.8% | $2,670-44.2% |
| Participant deferral / active EE | $2,460 | $2,837-13.3% | $3,880-36.6% | $4,125-40.4% |
| Admin fee / account holder | $1,362 | $2,952-53.9% | $3,068-55.6% | $5,651-75.9% |