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 | $137,566 | $101,724+35.2% | $164,813-16.5% | $80,856+70.1% |
| Participation rate | 60.5% | 71.8%-11.4pp | 78.6%-18.1pp | 67.6%-7.2pp |
| Annual return | 18.28% | 16.72%+1.6pp | 69.93%-51.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $3,071 | $2,953+4.0% | $4,341-29.3% | $2,755+11.5% |
| Participant deferral / active EE | $6,495 | $4,477+45.1% | $6,031+7.7% | $4,296+51.2% |
| Admin fee / account holder | $1,530 | $8,227-81.4% | $12,690-87.9% | $6,918-77.9% |