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 | $72,487 | $48,046+50.9% | $84,611-14.3% | $72,985-0.7% |
| Participation rate | 66.7% | 57.6%+9.1pp | 68.2%-1.6pp | 69.5%-2.8pp |
| Annual return | 21.11% | 37.38%-16.3pp | 258.74%-237.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,346 | $1,602-16.0% | $2,652-49.2% | $2,440-44.8% |
| Participant deferral / active EE | $4,257 | $2,680+58.8% | $3,899+9.2% | $3,607+18.0% |
| Admin fee / account holder | $346 | $3,395-89.8% | $4,912-93.0% | $5,124-93.2% |