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 | $140,221 | $81,248+72.6% | $155,509-9.8% | $80,856+73.4% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 12.11% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,053 | $3,100-33.8% | $4,672-56.1% | $2,755-25.5% |
| Participant deferral / active EE | $6,000 | $3,452+73.8% | $5,626+6.6% | $4,296+39.7% |
| Admin fee / account holder | $2,469 | $7,997-69.1% | $15,912-84.5% | $6,918-64.3% |