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 | $98,117 | $72,492+35.3% | $87,100+12.6% | $72,985+34.4% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.5pp |
| Annual return | 28.76% | 24.46%+4.3pp | 28.19%+0.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $517 | $1,894-72.7% | $2,521-79.5% | $2,440-78.8% |
| Participant deferral / active EE | $3,171 | $3,270-3.0% | $4,049-21.7% | $3,607-12.1% |
| Admin fee / account holder | $1,954 | $5,055-61.3% | $7,497-73.9% | $5,124-61.9% |