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 | $78,805 | $58,512+34.7% | $84,015-6.2% | $72,985+8.0% |
| Participation rate | 62.5% | 61.2%+1.3pp | 69.0%-6.5pp | 69.5%-7.0pp |
| Annual return | 21.62% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,420 | $1,163+108.1% | $1,983+22.0% | $2,440-0.8% |
| Participant deferral / active EE | $4,497 | $2,394+87.9% | $3,239+38.9% | $3,607+24.7% |
| Admin fee / account holder | $334 | $4,569-92.7% | $6,101-94.5% | $5,124-93.5% |