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 | $70,938 | $58,523+21.2% | $99,443-28.7% | $72,985-2.8% |
| Participation rate | 68.3% | 64.6%+3.7pp | 73.8%-5.5pp | 69.5%-1.2pp |
| Annual return | 23.29% | 28.51%-5.2pp | 30.72%-7.4pp | 81.00%-57.7pp |
| Employer contribution / active EE | $1,989 | $1,512+31.6% | $2,540-21.7% | $2,440-18.5% |
| Participant deferral / active EE | $3,279 | $2,606+25.8% | $3,619-9.4% | $3,607-9.1% |
| Admin fee / account holder | $2,981 | $4,102-27.3% | $6,250-52.3% | $5,124-41.8% |