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 | $106,680 | $68,719+55.2% | $91,541+16.5% | $84,808+25.8% |
| Participation rate | 68.6% | 64.5%+4.1pp | 69.8%-1.2pp | 68.3%+0.3pp |
| Annual return | 14.92% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,375 | $1,920+23.7% | $2,505-5.2% | $2,631-9.7% |
| Participant deferral / active EE | $5,363 | $3,136+71.0% | $4,008+33.8% | $4,212+27.3% |
| Admin fee / account holder | $18,078 | $5,786+212.4% | $6,956+159.9% | $7,344+146.2% |