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 | $106,219 | $68,719+54.6% | $91,541+16.0% | $84,808+25.2% |
| Participation rate | 64.3% | 64.5%-0.2pp | 69.8%-5.5pp | 68.3%-4.0pp |
| Annual return | 18.82% | 19.12%-0.3pp | 20.50%-1.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,165 | $1,920-39.3% | $2,505-53.5% | $2,631-55.7% |
| Participant deferral / active EE | $2,637 | $3,136-15.9% | $4,008-34.2% | $4,212-37.4% |
| Admin fee / account holder | $655 | $5,786-88.7% | $6,956-90.6% | $7,344-91.1% |