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 | $56,823 | $54,762+3.8% | $90,281-37.1% | $72,985-22.1% |
| Participation rate | 68.4% | 65.1%+3.3pp | 73.3%-4.8pp | 69.5%-1.1pp |
| Annual return | 19.62% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $2,066 | $2,092-1.3% | $2,854-27.6% | $2,440-15.3% |
| Participant deferral / active EE | $4,377 | $2,887+51.6% | $3,885+12.6% | $3,607+21.3% |
| Admin fee / account holder | $14,473 | $3,972+264.4% | $5,351+170.5% | $5,124+182.4% |