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 | $102,828 | $74,927+37.2% | $101,794+1.0% | $84,808+21.2% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.2%-3.8pp | 68.3%-2.9pp |
| Annual return | 16.12% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,476 | $1,522+62.7% | $2,289+8.2% | $2,631-5.9% |
| Participant deferral / active EE | $5,596 | $3,099+80.6% | $4,084+37.0% | $4,212+32.9% |
| Admin fee / account holder | $3,589 | $6,514-44.9% | $8,777-59.1% | $7,344-51.1% |