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 | $73,720 | $65,041+13.3% | $90,951-18.9% | $79,858-7.7% |
| Participation rate | 65.5% | 61.6%+3.9pp | 69.0%-3.5pp | 69.6%-4.1pp |
| Annual return | 14.73% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $271 | $1,247-78.3% | $2,122-87.2% | $2,471-89.0% |
| Participant deferral / active EE | $1,820 | $2,512-27.6% | $3,373-46.0% | $3,740-51.3% |
| Admin fee / account holder | $3,496 | $4,536-22.9% | $5,959-41.3% | $5,306-34.1% |