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 | $101,018 | $71,050+42.2% | $93,606+7.9% | $80,856+24.9% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 15.47% | 11.26%+4.2pp | 133.20%-117.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,988 | $1,564+27.2% | $2,420-17.8% | $2,755-27.8% |
| Participant deferral / active EE | $3,943 | $4,034-2.3% | $4,411-10.6% | $4,296-8.2% |
| Admin fee / account holder | $8,640 | $6,945+24.4% | $8,285+4.3% | $6,918+24.9% |