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 | $71,818 | $54,762+31.1% | $90,281-20.5% | $72,985-1.6% |
| Participation rate | 69.0% | 65.1%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 24.00% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,451 | $2,092-30.7% | $2,854-49.2% | $2,440-40.5% |
| Participant deferral / active EE | $2,320 | $2,887-19.7% | $3,885-40.3% | $3,607-35.7% |
| Admin fee / account holder | $8,519 | $3,972+114.5% | $5,351+59.2% | $5,124+66.2% |