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 | $60,097 | $48,046+25.1% | $84,611-29.0% | $72,985-17.7% |
| Participation rate | 61.0% | 57.6%+3.4pp | 68.2%-7.2pp | 69.5%-8.5pp |
| Annual return | 18.91% | 37.38%-18.5pp | 258.74%-239.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,082 | $1,602-32.4% | $2,652-59.2% | $2,440-55.6% |
| Participant deferral / active EE | $3,066 | $2,680+14.4% | $3,899-21.4% | $3,607-15.0% |
| Admin fee / account holder | $7,806 | $3,395+130.0% | $4,912+58.9% | $5,124+52.3% |