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 | $61,733 | $51,315+20.3% | $95,745-35.5% | $71,457-13.6% |
| Participation rate | 67.5% | 63.0%+4.5pp | 72.3%-4.8pp | 67.9%-0.4pp |
| Annual return | 19.12% | 25.26%-6.1pp | 28.35%-9.2pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,008 | $1,819+10.4% | $2,835-29.1% | $2,588-22.4% |
| Participant deferral / active EE | $3,246 | $3,358-3.3% | $4,245-23.5% | $4,289-24.3% |
| Admin fee / account holder | $1,103 | $1,137-3.0% | $5,678-80.6% | $1,587-30.5% |