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 | $75,555 | $85,766-11.9% | $136,294-44.6% | $70,131+7.7% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 16.52% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,070 | $2,966-63.9% | $4,695-77.2% | $2,342-54.3% |
| Participant deferral / active EE | $4,107 | $5,051-18.7% | $6,247-34.3% | $3,332+23.3% |
| Admin fee / account holder | $2,912 | $5,420-46.3% | $9,243-68.5% | $4,645-37.3% |