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 | $79,232 | $81,460-2.7% | $103,333-23.3% | $80,856-2.0% |
| Participation rate | 58.6% | 66.8%-8.2pp | 74.5%-15.9pp | 67.6%-9.0pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,628 | $3,105+16.8% | $3,868-6.2% | $2,755+31.7% |
| Participant deferral / active EE | $8,139 | $3,869+110.4% | $5,057+60.9% | $4,296+89.5% |
| Admin fee / account holder | $14,977 | $6,566+128.1% | $8,355+79.3% | $6,918+116.5% |