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 | $101,319 | $54,762+85.0% | $90,281+12.2% | $72,985+38.8% |
| Participation rate | 62.5% | 65.1%-2.6pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 21.52% | 30.63%-9.1pp | 78.10%-56.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,762 | $2,092+32.0% | $2,854-3.2% | $2,440+13.2% |
| Participant deferral / active EE | $2,909 | $2,887+0.8% | $3,885-25.1% | $3,607-19.4% |
| Admin fee / account holder | $4,814 | $3,972+21.2% | $5,351-10.0% | $5,124-6.1% |