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 | $112,469 | $74,927+50.1% | $101,794+10.5% | $84,808+32.6% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.2%-10.6pp | 68.3%-9.7pp |
| Annual return | 14.98% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $773 | $1,522-49.2% | $2,289-66.2% | $2,631-70.6% |
| Participant deferral / active EE | $5,825 | $3,099+87.9% | $4,084+42.6% | $4,212+38.3% |
| Admin fee / account holder | $1,764 | $6,514-72.9% | $8,777-79.9% | $7,344-76.0% |