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 | $119,557 | $60,022+99.2% | $88,946+34.4% | $84,808+41.0% |
| Participation rate | 64.5% | 57.8%+6.7pp | 68.8%-4.3pp | 68.3%-3.8pp |
| Annual return | 13.95% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $478 | $1,703-72.0% | $2,555-81.3% | $2,631-81.8% |
| Participant deferral / active EE | $3,822 | $3,114+22.7% | $4,581-16.6% | $4,212-9.3% |
| Admin fee / account holder | $9,732 | $4,811+102.3% | $8,261+17.8% | $7,344+32.5% |