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 | $90,777 | $81,460+11.4% | $103,333-12.2% | $80,856+12.3% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 12.68% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $5,515 | $3,105+77.6% | $3,868+42.6% | $2,755+100.2% |
| Participant deferral / active EE | $9,296 | $3,869+140.3% | $5,057+83.8% | $4,296+116.4% |
| Admin fee / account holder | $1,111 | $6,566-83.1% | $8,355-86.7% | $6,918-83.9% |