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 | $69,412 | $59,839+16.0% | $81,983-15.3% | $79,858-13.1% |
| Participation rate | 66.0% | 61.6%+4.4pp | 69.2%-3.2pp | 69.6%-3.6pp |
| Annual return | 13.22% | 17.56%-4.3pp | 41.31%-28.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,664 | $1,713-2.9% | $2,498-33.4% | $2,471-32.7% |
| Participant deferral / active EE | $3,359 | $2,695+24.6% | $3,722-9.7% | $3,740-10.2% |
| Admin fee / account holder | $1,650 | $4,287-61.5% | $5,664-70.9% | $5,306-68.9% |