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 | $97,084 | $49,915+94.5% | $154,803-37.3% | $74,304+30.7% |
| Participation rate | 53.2% | 54.0%-0.7pp | 78.1%-24.8pp | 60.3%-7.1pp |
| Annual return | 15.69% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,034 | $1,611+26.2% | $4,305-52.8% | $2,241-9.2% |
| Participant deferral / active EE | $5,012 | $2,255+122.3% | $5,540-9.5% | $3,767+33.0% |
| Admin fee / account holder | $3,331 | $2,189+52.2% | $14,329-76.8% | $2,969+12.2% |