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 | $64,627 | $53,127+21.6% | $86,590-25.4% | $70,131-7.8% |
| Participation rate | 61.3% | 65.3%-4.0pp | 73.5%-12.3pp | 69.5%-8.3pp |
| Annual return | 16.01% | 27.66%-11.7pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,227 | $2,068+7.7% | $2,839-21.6% | $2,342-4.9% |
| Participant deferral / active EE | $2,426 | $2,696-10.0% | $3,609-32.8% | $3,332-27.2% |
| Admin fee / account holder | $3,049 | $3,585-15.0% | $4,906-37.9% | $4,645-34.4% |