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 | $133,412 | $76,367+74.7% | $93,606+42.5% | $72,985+82.8% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 26.82% | 25.82%+1.0pp | 32.76%-5.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $3,111 | $2,275+36.7% | $2,718+14.4% | $2,440+27.5% |
| Participant deferral / active EE | $5,631 | $3,538+59.2% | $4,069+38.4% | $3,607+56.1% |
| Admin fee / account holder | $436 | $6,838-93.6% | $7,888-94.5% | $5,124-91.5% |