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 | $56,333 | $58,512-3.7% | $84,015-32.9% | $72,985-22.8% |
| Participation rate | 69.7% | 61.2%+8.5pp | 69.0%+0.7pp | 69.5%+0.2pp |
| Annual return | 20.33% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,466 | $1,163+26.1% | $1,983-26.1% | $2,440-39.9% |
| Participant deferral / active EE | $3,287 | $2,394+37.3% | $3,239+1.5% | $3,607-8.9% |
| Admin fee / account holder | $11,749 | $4,569+157.1% | $6,101+92.6% | $5,124+129.3% |