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 | $78,651 | $60,892+29.2% | $82,389-4.5% | $84,808-7.3% |
| Participation rate | 59.6% | 63.3%-3.6pp | 69.5%-9.9pp | 68.3%-8.7pp |
| Annual return | 13.54% | 37.29%-23.8pp | 28.67%-15.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,588 | $1,779-10.8% | $2,517-36.9% | $2,631-39.6% |
| Participant deferral / active EE | $2,352 | $3,179-26.0% | $4,155-43.4% | $4,212-44.1% |
| Admin fee / account holder | $1,848 | $5,467-66.2% | $7,231-74.4% | $7,344-74.8% |