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 | $85,156 | $72,277+17.8% | $101,248-15.9% | $79,858+6.6% |
| Participation rate | 60.4% | 68.5%-8.1pp | 75.8%-15.4pp | 69.6%-9.3pp |
| Annual return | 19.20% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,344 | $2,692-50.1% | $3,660-63.3% | $2,471-45.6% |
| Participant deferral / active EE | $2,405 | $3,282-26.7% | $4,370-45.0% | $3,740-35.7% |
| Admin fee / account holder | $2,680 | $4,400-39.1% | $5,945-54.9% | $5,306-49.5% |