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 | $76,451 | $49,915+53.2% | $154,803-50.6% | $74,304+2.9% |
| Participation rate | 44.6% | 54.0%-9.3pp | 78.1%-33.4pp | 60.3%-15.7pp |
| Annual return | 23.20% | 34.06%-10.9pp | 58.88%-35.7pp | 29.43%-6.2pp |
| Employer contribution / active EE | $1,037 | $1,611-35.7% | $4,305-75.9% | $2,241-53.7% |
| Participant deferral / active EE | $2,072 | $2,255-8.1% | $5,540-62.6% | $3,767-45.0% |
| Admin fee / account holder | $6,139 | $2,189+180.4% | $14,329-57.2% | $2,969+106.8% |