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 | $63,103 | $89,753-29.7% | $107,525-41.3% | $84,808-25.6% |
| Participation rate | 69.1% | 68.1%+1.0pp | 75.1%-6.0pp | 68.3%+0.8pp |
| Annual return | 18.32% | 29.48%-11.2pp | 181.32%-163.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,393 | $3,113-55.3% | $3,754-62.9% | $2,631-47.1% |
| Participant deferral / active EE | $3,813 | $4,056-6.0% | $5,116-25.5% | $4,212-9.5% |
| Admin fee / account holder | $692 | $7,222-90.4% | $8,919-92.2% | $7,344-90.6% |