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 | $63,947 | $59,839+6.9% | $81,983-22.0% | $79,858-19.9% |
| Participation rate | 69.4% | 61.6%+7.7pp | 69.2%+0.1pp | 69.6%-0.3pp |
| Annual return | 16.65% | 17.56%-0.9pp | 41.31%-24.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,012 | $1,713+17.4% | $2,498-19.5% | $2,471-18.6% |
| Participant deferral / active EE | $3,292 | $2,695+22.2% | $3,722-11.5% | $3,740-12.0% |
| Admin fee / account holder | $8,687 | $4,287+102.6% | $5,664+53.4% | $5,306+63.7% |