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 | $80,255 | $74,927+7.1% | $101,794-21.2% | $84,808-5.4% |
| Participation rate | 64.7% | 61.4%+3.3pp | 69.2%-4.5pp | 68.3%-3.6pp |
| Annual return | 15.87% | 18.70%-2.8pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,975 | $1,522+29.8% | $2,289-13.7% | $2,631-24.9% |
| Participant deferral / active EE | $4,734 | $3,099+52.8% | $4,084+15.9% | $4,212+12.4% |
| Admin fee / account holder | $2,850 | $6,514-56.2% | $8,777-67.5% | $7,344-61.2% |