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 | $91,217 | $73,933+23.4% | $96,683-5.7% | $75,163+21.4% |
| Participation rate | 61.8% | 66.4%-4.6pp | 74.3%-12.5pp | 67.2%-5.4pp |
| Annual return | 15.94% | 26.70%-10.8pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $11,488 | $2,928+292.4% | $3,737+207.4% | $2,670+330.3% |
| Participant deferral / active EE | $2,847 | $3,659-22.2% | $4,878-41.6% | $4,125-31.0% |
| Admin fee / account holder | $4,185 | $5,216-19.8% | $6,730-37.8% | $5,651-25.9% |