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 | $79,296 | $77,899+1.8% | $149,673-47.0% | $75,163+5.5% |
| Participation rate | 57.9% | 65.6%-7.7pp | 78.8%-20.9pp | 67.2%-9.3pp |
| Annual return | 19.55% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,402 | $3,137-23.4% | $4,818-50.1% | $2,670-10.0% |
| Participant deferral / active EE | $5,869 | $3,411+72.1% | $5,680+3.3% | $4,125+42.3% |
| Admin fee / account holder | $3,128 | $5,956-47.5% | $13,210-76.3% | $5,651-44.6% |