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 | $118,032 | $109,881+7.4% | $150,045-21.3% | $84,808+39.2% |
| Participation rate | 55.7% | 76.1%-20.4pp | 82.3%-26.6pp | 68.3%-12.6pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,650 | $3,561-25.6% | $4,693-43.5% | $2,631+0.7% |
| Participant deferral / active EE | $4,585 | $6,636-30.9% | $7,997-42.7% | $4,212+8.9% |
| Admin fee / account holder | $2,207 | $8,568-74.2% | $13,435-83.6% | $7,344-69.9% |