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 | $72,516 | $56,053+29.4% | $75,972-4.5% | $80,856-10.3% |
| Participation rate | 66.7% | 62.0%+4.6pp | 69.1%-2.4pp | 67.6%-1.0pp |
| Annual return | 11.35% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $411 | $1,874-78.0% | $2,685-84.7% | $2,755-85.1% |
| Participant deferral / active EE | $2,192 | $3,052-28.2% | $4,255-48.5% | $4,296-49.0% |
| Admin fee / account holder | $7,390 | $5,234+41.2% | $6,467+14.3% | $6,918+6.8% |