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 | $56,641 | $95,803-40.9% | $113,168-49.9% | $84,808-33.2% |
| Participation rate | 69.5% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.2pp |
| Annual return | 16.47% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,657 | $2,360-29.8% | $2,975-44.3% | $2,631-37.0% |
| Participant deferral / active EE | $3,796 | $4,242-10.5% | $5,107-25.7% | $4,212-9.9% |
| Admin fee / account holder | $12,681 | $8,989+41.1% | $12,068+5.1% | $7,344+72.7% |