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 | $79,651 | $80,673-1.3% | $101,326-21.4% | $84,808-6.1% |
| Participation rate | 50.7% | 77.8%-27.1pp | 81.5%-30.8pp | 68.3%-17.6pp |
| Annual return | 28.52% | 38.95%-10.4pp | 36.82%-8.3pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,748 | $2,698+1.9% | $3,665-25.0% | $2,631+4.4% |
| Participant deferral / active EE | $6,541 | $6,840-4.4% | $7,994-18.2% | $4,212+55.3% |
| Admin fee / account holder | $3,230 | $12,784-74.7% | $11,185-71.1% | $7,344-56.0% |