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 | $76,251 | $56,897+34.0% | $84,750-10.0% | $62,891+21.2% |
| Participation rate | 64.9% | 68.5%-3.7pp | 76.6%-11.7pp | 69.3%-4.4pp |
| Annual return | 5.41% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,571 | $2,400+48.8% | $3,574-0.1% | $2,281+56.6% |
| Participant deferral / active EE | $4,333 | $2,709+59.9% | $3,712+16.7% | $3,203+35.3% |
| Admin fee / account holder | $3,770 | $3,581+5.3% | $5,332-29.3% | $4,296-12.2% |