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 | $94,523 | $46,869+101.7% | $122,332-22.7% | $70,131+34.8% |
| Participation rate | 66.7% | 58.2%+8.5pp | 71.6%-5.0pp | 69.5%-2.9pp |
| Annual return | 26.39% | 24.22%+2.2pp | 30.27%-3.9pp | 73.14%-46.8pp |
| Employer contribution / active EE | $1,384 | $1,288+7.5% | $4,050-65.8% | $2,342-40.9% |
| Participant deferral / active EE | $4,353 | $2,166+100.9% | $3,287+32.4% | $3,332+30.6% |
| Admin fee / account holder | $4,447 | $3,322+33.9% | $5,478-18.8% | $4,645-4.3% |