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 | $86,390 | $78,953+9.4% | $113,168-23.7% | - |
| Participation rate | 68.7% | 68.2%+0.5pp | 76.6%-7.9pp | - |
| Annual return | 13.45% | 14.87%-1.4pp | 24.27%-10.8pp | - |
| Employer contribution / active EE | $1,802 | $2,126-15.2% | $2,975-39.4% | - |
| Participant deferral / active EE | $4,750 | $4,324+9.8% | $5,107-7.0% | - |
| Admin fee / account holder | $5,614 | $5,008+12.1% | $12,068-53.5% | - |