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 | $83,497 | $81,460+2.5% | $103,333-19.2% | $80,856+3.3% |
| Participation rate | 66.0% | 66.8%-0.9pp | 74.5%-8.6pp | 67.6%-1.7pp |
| Annual return | 39.04% | 25.55%+13.5pp | 24.88%+14.2pp | 35.59%+3.4pp |
| Employer contribution / active EE | $2,381 | $3,105-23.3% | $3,868-38.5% | $2,755-13.6% |
| Participant deferral / active EE | $5,565 | $3,869+43.9% | $5,057+10.0% | $4,296+29.5% |
| Admin fee / account holder | $4,390 | $6,566-33.1% | $8,355-47.5% | $6,918-36.5% |