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 | $74,280 | $72,277+2.8% | $101,248-26.6% | $79,858-7.0% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.8%-10.9pp | 69.6%-4.8pp |
| Annual return | 16.40% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,116 | $2,692-21.4% | $3,660-42.2% | $2,471-14.4% |
| Participant deferral / active EE | $3,893 | $3,282+18.6% | $4,370-10.9% | $3,740+4.1% |
| Admin fee / account holder | $7,884 | $4,400+79.2% | $5,945+32.6% | $5,306+48.6% |