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 | $85,109 | $73,933+15.1% | $96,683-12.0% | $75,163+13.2% |
| Participation rate | 68.9% | 66.4%+2.5pp | 74.3%-5.5pp | 67.2%+1.7pp |
| Annual return | 47.80% | 26.70%+21.1pp | 35.69%+12.1pp | 160.62%-112.8pp |
| Employer contribution / active EE | $930 | $2,928-68.2% | $3,737-75.1% | $2,670-65.2% |
| Participant deferral / active EE | $5,958 | $3,659+62.8% | $4,878+22.1% | $4,125+44.4% |
| Admin fee / account holder | $2,519 | $5,216-51.7% | $6,730-62.6% | $5,651-55.4% |