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 | $84,735 | $72,277+17.2% | $101,248-16.3% | $79,858+6.1% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 23.92% | 22.30%+1.6pp | 46.47%-22.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,047 | $2,692-24.0% | $3,660-44.1% | $2,471-17.2% |
| Participant deferral / active EE | $3,764 | $3,282+14.7% | $4,370-13.9% | $3,740+0.7% |
| Admin fee / account holder | $7,550 | $4,400+71.6% | $5,945+27.0% | $5,306+42.3% |