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 | $68,553 | $58,512+17.2% | $84,015-18.4% | $72,985-6.1% |
| Participation rate | 58.1% | 61.2%-3.1pp | 69.0%-10.9pp | 69.5%-11.3pp |
| Annual return | 37.08% | 28.93%+8.1pp | 71.31%-34.2pp | 81.00%-43.9pp |
| Employer contribution / active EE | $1,823 | $1,163+56.7% | $1,983-8.1% | $2,440-25.3% |
| Participant deferral / active EE | $3,415 | $2,394+42.7% | $3,239+5.4% | $3,607-5.3% |
| Admin fee / account holder | $2,536 | $4,569-44.5% | $6,101-58.4% | $5,124-50.5% |