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 | $81,198 | $58,828+38.0% | $77,999+4.1% | $62,891+29.1% |
| Participation rate | 69.8% | 71.1%-1.3pp | 75.5%-5.8pp | 69.3%+0.5pp |
| Annual return | 6.12% | 17.16%-11.0pp | 425.96%-419.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,229 | $1,672-26.5% | $2,470-50.2% | $2,281-46.1% |
| Participant deferral / active EE | $2,630 | $2,686-2.1% | $3,497-24.8% | $3,203-17.9% |
| Admin fee / account holder | $4,079 | $4,393-7.1% | $5,480-25.6% | $4,296-5.0% |