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 | $81,407 | $56,053+45.2% | $75,972+7.2% | $80,856+0.7% |
| Participation rate | 62.5% | 62.0%+0.5pp | 69.1%-6.6pp | 67.6%-5.1pp |
| Annual return | 23.56% | 20.53%+3.0pp | 359.55%-336.0pp | 35.59%-12.0pp |
| Employer contribution / active EE | $2,061 | $1,874+10.0% | $2,685-23.2% | $2,755-25.2% |
| Participant deferral / active EE | $7,637 | $3,052+150.3% | $4,255+79.5% | $4,296+77.8% |
| Admin fee / account holder | $6,410 | $5,234+22.5% | $6,467-0.9% | $6,918-7.3% |