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 | $65,584 | $58,512+12.1% | $84,015-21.9% | $72,985-10.1% |
| Participation rate | 61.3% | 61.2%+0.1pp | 69.0%-7.7pp | 69.5%-8.2pp |
| Annual return | 20.48% | 28.93%-8.5pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,498 | $2,394+4.3% | $3,239-22.9% | $3,607-30.8% |
| Admin fee / account holder | $1,539 | $4,569-66.3% | $6,101-74.8% | $5,124-70.0% |