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 | $70,296 | $48,046+46.3% | $84,611-16.9% | $72,985-3.7% |
| Participation rate | 60.7% | 57.6%+3.1pp | 68.2%-7.6pp | 69.5%-8.8pp |
| Annual return | 19.58% | 37.38%-17.8pp | 258.74%-239.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,672 | $1,602+4.4% | $2,652-37.0% | $2,440-31.5% |
| Participant deferral / active EE | $3,750 | $2,680+39.9% | $3,899-3.8% | $3,607+3.9% |
| Admin fee / account holder | $1,656 | $3,395-51.2% | $4,912-66.3% | $5,124-67.7% |