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 | $79,682 | $56,053+42.2% | $75,972+4.9% | $80,856-1.5% |
| Participation rate | 62.5% | 62.0%+0.5pp | 69.1%-6.6pp | 67.6%-5.1pp |
| Annual return | 12.80% | 20.53%-7.7pp | 359.55%-346.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $495 | $1,874-73.6% | $2,685-81.6% | $2,755-82.0% |
| Participant deferral / active EE | $3,503 | $3,052+14.8% | $4,255-17.7% | $4,296-18.4% |
| Admin fee / account holder | $5,522 | $5,234+5.5% | $6,467-14.6% | $6,918-20.2% |