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 | $87,089 | $60,892+43.0% | $82,389+5.7% | $84,808+2.7% |
| Participation rate | 67.6% | 63.3%+4.4pp | 69.5%-1.9pp | 68.3%-0.7pp |
| Annual return | 14.43% | 37.29%-22.9pp | 28.67%-14.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $416 | $1,779-76.6% | $2,517-83.5% | $2,631-84.2% |
| Participant deferral / active EE | $2,251 | $3,179-29.2% | $4,155-45.8% | $4,212-46.6% |
| Admin fee / account holder | $2,867 | $5,467-47.6% | $7,231-60.3% | $7,344-61.0% |