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 | $78,676 | $73,933+6.4% | $96,683-18.6% | $75,163+4.7% |
| Participation rate | 58.1% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.1pp |
| Annual return | 20.86% | 26.70%-5.8pp | 35.69%-14.8pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,526 | $2,928-47.9% | $3,737-59.2% | $2,670-42.8% |
| Participant deferral / active EE | $3,718 | $3,659+1.6% | $4,878-23.8% | $4,125-9.9% |
| Admin fee / account holder | $5,669 | $5,216+8.7% | $6,730-15.8% | $5,651+0.3% |