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 | $58,849 | $65,365-10.0% | $92,893-36.6% | $72,985-19.4% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 20.80% | 42.10%-21.3pp | 109.41%-88.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $768 | $2,594-70.4% | $3,653-79.0% | $2,440-68.5% |
| Participant deferral / active EE | $1,703 | $3,128-45.6% | $4,236-59.8% | $3,607-52.8% |
| Admin fee / account holder | $5,439 | $4,251+27.9% | $5,794-6.1% | $5,124+6.1% |