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 | $74,137 | $50,958+45.5% | $74,550-0.6% | $64,186+15.5% |
| Participation rate | 65.3% | 61.1%+4.2pp | 69.1%-3.8pp | 69.6%-4.3pp |
| Annual return | 5.58% | -1.86%+7.4pp | 32.53%-27.0pp | 7.63%-2.1pp |
| Employer contribution / active EE | $1,473 | $1,115+32.0% | $1,961-24.9% | $2,381-38.1% |
| Participant deferral / active EE | $2,700 | $2,301+17.3% | $3,108-13.1% | $3,470-22.2% |
| Admin fee / account holder | $5,328 | $4,223+26.2% | $5,060+5.3% | $4,888+9.0% |