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 | $55,296 | $54,705+1.1% | $71,209-22.3% | $84,808-34.8% |
| Participation rate | 66.1% | 64.1%+2.0pp | 73.8%-7.7pp | 68.3%-2.2pp |
| Annual return | 18.87% | 35.90%-17.0pp | 282.51%-263.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,253 | $2,158-41.9% | $2,721-53.9% | $2,631-52.4% |
| Participant deferral / active EE | $2,576 | $3,030-15.0% | $4,175-38.3% | $4,212-38.8% |
| Admin fee / account holder | $1,718 | $4,863-64.7% | $5,349-67.9% | $7,344-76.6% |