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 | $57,890 | $51,576+12.2% | $129,207-55.2% | $80,856-28.4% |
| Participation rate | 58.5% | 57.0%+1.6pp | 69.6%-11.1pp | 67.6%-9.1pp |
| Annual return | 18.56% | 20.81%-2.2pp | 9417.33%-9398.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,849 | $1,584+16.7% | $4,153-55.5% | $2,755-32.9% |
| Participant deferral / active EE | $4,527 | $2,669+69.6% | $4,168+8.6% | $4,296+5.4% |
| Admin fee / account holder | $1,116 | $4,305-74.1% | $7,715-85.5% | $6,918-83.9% |