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 | $62,908 | $51,175+22.9% | $70,515-10.8% | $75,163-16.3% |
| Participation rate | 66.7% | 60.9%+5.7pp | 68.3%-1.7pp | 67.2%-0.5pp |
| Annual return | 15.62% | 30.02%-14.4pp | 32.77%-17.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,490 | $1,826-18.4% | $2,973-49.9% | $2,670-44.2% |
| Participant deferral / active EE | $3,942 | $2,849+38.4% | $4,567-13.7% | $4,125-4.4% |
| Admin fee / account holder | $3,902 | $4,091-4.6% | $6,412-39.1% | $5,651-31.0% |