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 | $73,459 | $58,512+25.5% | $84,015-12.6% | $72,985+0.7% |
| Participation rate | 65.4% | 61.2%+4.2pp | 69.0%-3.6pp | 69.5%-4.1pp |
| Annual return | 22.99% | 28.93%-5.9pp | 71.31%-48.3pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,069 | $1,163-8.1% | $1,983-46.1% | $2,440-56.2% |
| Participant deferral / active EE | $3,014 | $2,394+25.9% | $3,239-6.9% | $3,607-16.5% |
| Admin fee / account holder | $2,524 | $4,569-44.8% | $6,101-58.6% | $5,124-50.8% |