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 5-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 | $81,801 | $71,050+15.1% | $93,606-12.6% | $80,856+1.2% |
| Participation rate | 56.1% | 60.4%-4.3pp | 68.7%-12.6pp | 67.6%-11.5pp |
| Annual return | 19.53% | 11.26%+8.3pp | 133.20%-113.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $1,859 | $1,564+18.9% | $2,420-23.2% | $2,755-32.5% |
| Participant deferral / active EE | $3,745 | $4,034-7.2% | $4,411-15.1% | $4,296-12.8% |
| Admin fee / account holder | $889 | $6,945-87.2% | $8,285-89.3% | $6,918-87.1% |