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 | $74,558 | $65,365+14.1% | $92,893-19.7% | $72,985+2.2% |
| Participation rate | 63.3% | 68.3%-5.0pp | 76.0%-12.7pp | 69.5%-6.2pp |
| Annual return | 18.98% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,625 | $2,594+1.2% | $3,653-28.1% | $2,440+7.6% |
| Participant deferral / active EE | $5,078 | $3,128+62.3% | $4,236+19.9% | $3,607+40.8% |
| Admin fee / account holder | $12,598 | $4,251+196.3% | $5,794+117.4% | $5,124+145.8% |