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 | $90,870 | $76,552+18.7% | $123,892-26.7% | $62,891+44.5% |
| Participation rate | 67.5% | 73.0%-5.5pp | 81.4%-13.9pp | 69.3%-1.8pp |
| Annual return | 8.31% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,675 | $2,883-41.9% | $4,617-63.7% | $2,281-26.6% |
| Participant deferral / active EE | $7,076 | $4,840+46.2% | $5,984+18.2% | $3,203+120.9% |
| Admin fee / account holder | $8,625 | $4,826+78.7% | $8,357+3.2% | $4,296+100.8% |