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 | $92,289 | $71,050+29.9% | $93,606-1.4% | $80,856+14.1% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.2pp | 67.6%+1.3pp |
| Annual return | 11.88% | 11.26%+0.6pp | 133.20%-121.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,883 | $1,564+20.4% | $2,420-22.2% | $2,755-31.7% |
| Participant deferral / active EE | $5,670 | $4,034+40.6% | $4,411+28.5% | $4,296+32.0% |
| Admin fee / account holder | $1,926 | $6,945-72.3% | $8,285-76.8% | $6,918-72.2% |