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 | $78,736 | $82,978-5.1% | $129,995-39.4% | $71,457+10.2% |
| Participation rate | 68.0% | 74.1%-6.1pp | 78.5%-10.5pp | 67.9%+0.1pp |
| Annual return | 17.52% | 20.60%-3.1pp | -137.18%+154.7pp | 28.85%-11.3pp |
| Employer contribution / active EE | $2,283 | $2,622-12.9% | $4,320-47.2% | $2,588-11.8% |
| Participant deferral / active EE | $5,092 | $4,432+14.9% | $5,820-12.5% | $4,289+18.7% |
| Admin fee / account holder | $2,082 | $1,729+20.4% | $10,614-80.4% | $1,587+31.1% |