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 | $80,047 | $74,927+6.8% | $101,794-21.4% | $84,808-5.6% |
| Participation rate | 67.6% | 61.4%+6.2pp | 69.2%-1.5pp | 68.3%-0.7pp |
| Annual return | 15.70% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,860 | $3,099+89.1% | $4,084+43.5% | $4,212+39.1% |
| Admin fee / account holder | $7,028 | $6,514+7.9% | $8,777-19.9% | $7,344-4.3% |