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 | $90,066 | $73,933+21.8% | $96,683-6.8% | $75,163+19.8% |
| Participation rate | 61.9% | 66.4%-4.5pp | 74.3%-12.4pp | 67.2%-5.3pp |
| Annual return | 15.23% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,629 | $2,928-10.2% | $3,737-29.6% | $2,670-1.5% |
| Participant deferral / active EE | $5,211 | $3,659+42.4% | $4,878+6.8% | $4,125+26.3% |
| Admin fee / account holder | $2,598 | $5,216-50.2% | $6,730-61.4% | $5,651-54.0% |