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 | $69,538 | $63,861+8.9% | $104,607-33.5% | $79,858-12.9% |
| Participation rate | 65.2% | 64.9%+0.3pp | 74.1%-8.9pp | 69.6%-4.4pp |
| Annual return | 11.01% | 21.30%-10.3pp | 340.46%-329.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $420 | $1,588-73.6% | $2,681-84.3% | $2,471-83.0% |
| Participant deferral / active EE | $2,432 | $2,693-9.7% | $3,740-35.0% | $3,740-35.0% |
| Admin fee / account holder | $6,446 | $4,185+54.0% | $6,473-0.4% | $5,306+21.5% |