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 | $72,139 | $51,175+41.0% | $70,515+2.3% | $75,163-4.0% |
| Participation rate | 61.1% | 60.9%+0.2pp | 68.3%-7.2pp | 67.2%-6.1pp |
| Annual return | 15.05% | 30.02%-15.0pp | 32.77%-17.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $438 | $1,826-76.0% | $2,973-85.3% | $2,670-83.6% |
| Participant deferral / active EE | $5,173 | $2,849+81.5% | $4,567+13.3% | $4,125+25.4% |
| Admin fee / account holder | $4,435 | $4,091+8.4% | $6,412-30.8% | $5,651-21.5% |