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 | $78,331 | $65,365+19.8% | $92,893-15.7% | $72,985+7.3% |
| Participation rate | 55.9% | 68.3%-12.4pp | 76.0%-20.1pp | 69.5%-13.6pp |
| Annual return | 22.90% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,766 | $2,594-31.9% | $3,653-51.7% | $2,440-27.6% |
| Participant deferral / active EE | $2,903 | $3,128-7.2% | $4,236-31.5% | $3,607-19.5% |
| Admin fee / account holder | $3,900 | $4,251-8.3% | $5,794-32.7% | $5,124-23.9% |