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 3-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 | $70,874 | $86,929-18.5% | $102,423-30.8% | $80,856-12.3% |
| Participation rate | 69.0% | 72.4%-3.3pp | 76.5%-7.4pp | 67.6%+1.4pp |
| Annual return | 15.67% | 18.88%-3.2pp | 29.32%-13.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,463 | $2,369+4.0% | $3,023-18.5% | $2,755-10.6% |
| Participant deferral / active EE | $5,432 | $4,118+31.9% | $5,053+7.5% | $4,296+26.4% |
| Admin fee / account holder | $2,150 | $8,049-73.3% | $9,451-77.2% | $6,918-68.9% |