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 | $70,113 | $102,616-31.7% | $81,983-14.5% | $158,922-55.9% |
| Participation rate | 68.8% | 75.5%-6.8pp | 69.2%-0.5pp | 82.0%-13.2pp |
| Annual return | 10.06% | 61.04%-51.0pp | 41.31%-31.2pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,662 | $3,240-48.7% | $2,498-33.5% | $4,761-65.1% |
| Participant deferral / active EE | $2,286 | $4,648-50.8% | $3,722-38.6% | $5,982-61.8% |
| Admin fee / account holder | $10,881 | $8,235+32.1% | $5,664+92.1% | $11,246-3.2% |