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 | $78,054 | $79,944-2.4% | $98,439-20.7% | $75,163+3.8% |
| Participation rate | 60.2% | 70.4%-10.2pp | 75.2%-15.0pp | 67.2%-7.0pp |
| Annual return | 15.76% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,460 | $2,264+8.7% | $3,048-19.3% | $2,670-7.9% |
| Participant deferral / active EE | $2,851 | $3,752-24.0% | $4,738-39.8% | $4,125-30.9% |
| Admin fee / account holder | $11,722 | $6,840+71.4% | $8,948+31.0% | $5,651+107.4% |