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 | $79,093 | $72,277+9.4% | $101,248-21.9% | $79,858-1.0% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 15.12% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,657 | $2,692-38.5% | $3,660-54.7% | $2,471-33.0% |
| Participant deferral / active EE | $3,842 | $3,282+17.1% | $4,370-12.1% | $3,740+2.7% |
| Admin fee / account holder | $9,648 | $4,400+119.3% | $5,945+62.3% | $5,306+81.8% |