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 | $139,469 | $71,050+96.3% | $93,606+49.0% | $80,856+72.5% |
| Participation rate | 69.2% | 60.4%+8.8pp | 68.7%+0.5pp | 67.6%+1.6pp |
| Annual return | 19.12% | 11.26%+7.9pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,067 | $1,564+32.2% | $2,420-14.6% | $2,755-25.0% |
| Participant deferral / active EE | $4,528 | $4,034+12.3% | $4,411+2.6% | $4,296+5.4% |
| Admin fee / account holder | $2,168 | $6,945-68.8% | $8,285-73.8% | $6,918-68.7% |