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 | $74,482 | $65,365+13.9% | $92,893-19.8% | $72,985+2.1% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 17.31% | 42.10%-24.8pp | 109.41%-92.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $4,837 | $2,594+86.5% | $3,653+32.4% | $2,440+98.2% |
| Participant deferral / active EE | $2,031 | $3,128-35.1% | $4,236-52.1% | $3,607-43.7% |
| Admin fee / account holder | $5,818 | $4,251+36.8% | $5,794+0.4% | $5,124+13.5% |