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 | $58,924 | $47,848+23.1% | $81,478-27.7% | $70,131-16.0% |
| Participation rate | 61.4% | 58.3%+3.1pp | 68.0%-6.6pp | 69.5%-8.2pp |
| Annual return | 16.60% | 27.25%-10.6pp | 38.78%-22.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,929 | $1,527+26.3% | $2,568-24.9% | $2,342-17.7% |
| Participant deferral / active EE | $3,722 | $2,453+51.7% | $3,537+5.2% | $3,332+11.7% |
| Admin fee / account holder | $8,267 | $3,145+162.9% | $4,561+81.3% | $4,645+78.0% |