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 | $67,998 | $64,324+5.7% | $118,925-42.8% | $79,858-14.9% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 16.54% | 86.45%-69.9pp | 35.88%-19.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,158 | $1,836-36.9% | $3,263-64.5% | $2,471-53.1% |
| Participant deferral / active EE | $2,700 | $2,824-4.4% | $4,265-36.7% | $3,740-27.8% |
| Admin fee / account holder | $848 | $4,040-79.0% | $6,581-87.1% | $5,306-84.0% |