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 | $89,481 | $37,426+139.1% | $77,482+15.5% | $79,858+12.1% |
| Participation rate | 48.5% | 41.5%+7.0pp | 54.2%-5.7pp | 69.6%-21.1pp |
| Annual return | 26.92% | 39.70%-12.8pp | 54.79%-27.9pp | 31.71%-4.8pp |
| Employer contribution / active EE | $1,097 | $637+72.3% | $986+11.2% | $2,471-55.6% |
| Participant deferral / active EE | $3,102 | $1,260+146.2% | $1,861+66.7% | $3,740-17.1% |
| Admin fee / account holder | $960 | $2,504-61.6% | $2,858-66.4% | $5,306-81.9% |