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 | $58,079 | $78,422-25.9% | $95,952-39.5% | $79,858-27.3% |
| Participation rate | 65.1% | 73.5%-8.4pp | 77.1%-12.0pp | 69.6%-4.5pp |
| Annual return | 25.04% | 19.37%+5.7pp | 91.61%-66.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $2,229 | $1,945+14.6% | $2,541-12.3% | $2,471-9.8% |
| Participant deferral / active EE | $4,732 | $3,440+37.6% | $4,167+13.6% | $3,740+26.5% |
| Admin fee / account holder | $2,825 | $5,622-49.8% | $6,795-58.4% | $5,306-46.8% |