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 | $138,294 | $81,248+70.2% | $155,509-11.1% | $80,856+71.0% |
| Participation rate | 65.9% | 66.2%-0.4pp | 78.2%-12.3pp | 67.6%-1.8pp |
| Annual return | 11.82% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,256 | $3,100+5.0% | $4,672-30.3% | $2,755+18.2% |
| Participant deferral / active EE | $5,633 | $3,452+63.2% | $5,626+0.1% | $4,296+31.1% |
| Admin fee / account holder | $5,953 | $7,997-25.6% | $15,912-62.6% | $6,918-13.9% |