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 | $50,827 | $49,915+1.8% | $154,803-67.2% | $74,304-31.6% |
| Participation rate | 31.6% | 54.0%-22.4pp | 78.1%-46.5pp | 60.3%-28.8pp |
| Annual return | 22.06% | 34.06%-12.0pp | 58.88%-36.8pp | 29.43%-7.4pp |
| Employer contribution / active EE | $3,077 | $1,611+91.0% | $4,305-28.5% | $2,241+37.3% |
| Participant deferral / active EE | $1,027 | $2,255-54.5% | $5,540-81.5% | $3,767-72.7% |
| Admin fee / account holder | $1,891 | $2,189-13.6% | $14,329-86.8% | $2,969-36.3% |