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 | $83,187 | $83,477-0.3% | $125,175-33.5% | $72,985+14.0% |
| Participation rate | 65.1% | 73.3%-8.2pp | 79.8%-14.7pp | 69.5%-4.4pp |
| Annual return | 23.34% | 25.78%-2.4pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,198 | $2,345-6.3% | $3,865-43.1% | $2,440-9.9% |
| Participant deferral / active EE | $5,284 | $3,585+47.4% | $4,937+7.0% | $3,607+46.5% |
| Admin fee / account holder | $2,790 | $5,517-49.4% | $9,702-71.2% | $5,124-45.6% |