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 | $93,416 | $68,719+35.9% | $91,541+2.0% | $84,808+10.2% |
| Participation rate | 65.0% | 64.5%+0.5pp | 69.8%-4.8pp | 68.3%-3.3pp |
| Annual return | 15.89% | 19.12%-3.2pp | 20.50%-4.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,734 | $1,920-9.7% | $2,505-30.7% | $2,631-34.1% |
| Participant deferral / active EE | $3,696 | $3,136+17.9% | $4,008-7.8% | $4,212-12.2% |
| Admin fee / account holder | $10,626 | $5,786+83.6% | $6,956+52.7% | $7,344+44.7% |