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 | $90,156 | $78,672+14.6% | $109,143-17.4% | $85,850+5.0% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 16.80% | 25.09%-8.3pp | 25.75%-8.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,625 | $2,735-4.0% | $3,722-29.5% | $2,565+2.3% |
| Participant deferral / active EE | $5,776 | $3,467+66.6% | $4,653+24.1% | $3,952+46.2% |
| Admin fee / account holder | $2,366 | $5,469-56.7% | $6,752-65.0% | $6,260-62.2% |