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 | $87,467 | $72,277+21.0% | $101,248-13.6% | $79,858+9.5% |
| Participation rate | 51.9% | 68.5%-16.6pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | 24.08% | 22.30%+1.8pp | 46.47%-22.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $2,965 | $2,692+10.2% | $3,660-19.0% | $2,471+20.0% |
| Participant deferral / active EE | $3,731 | $3,282+13.7% | $4,370-14.6% | $3,740-0.2% |
| Admin fee / account holder | $1,894 | $4,400-56.9% | $5,945-68.1% | $5,306-64.3% |