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 | $109,352 | $78,672+39.0% | $109,143+0.2% | $85,850+27.4% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 18.50% | 25.09%-6.6pp | 25.75%-7.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,150 | $2,735-21.4% | $3,722-42.2% | $2,565-16.2% |
| Participant deferral / active EE | $5,117 | $3,467+47.6% | $4,653+10.0% | $3,952+29.5% |
| Admin fee / account holder | $913 | $5,469-83.3% | $6,752-86.5% | $6,260-85.4% |