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 | $109,147 | $72,012+51.6% | $185,823-41.3% | $79,858+36.7% |
| Participation rate | 69.5% | 65.8%+3.7pp | 78.0%-8.5pp | 69.6%-0.1pp |
| Annual return | 14.57% | 23.12%-8.5pp | 35.95%-21.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,111 | $1,965+7.5% | $4,087-48.4% | $2,471-14.6% |
| Participant deferral / active EE | $6,134 | $3,779+62.3% | $5,632+8.9% | $3,740+64.0% |
| Admin fee / account holder | $7,418 | $4,513+64.4% | $9,500-21.9% | $5,306+39.8% |