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 | $73,750 | $57,065+29.2% | $75,670-2.5% | $70,131+5.2% |
| Participation rate | 69.8% | 68.1%+1.8pp | 72.3%-2.5pp | 69.5%+0.3pp |
| Annual return | 16.41% | 23.57%-7.2pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,949 | $1,817+7.3% | $2,352-17.1% | $2,342-16.8% |
| Participant deferral / active EE | $3,727 | $2,580+44.5% | $3,142+18.6% | $3,332+11.9% |
| Admin fee / account holder | $952 | $3,825-75.1% | $5,800-83.6% | $4,645-79.5% |