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 | $102,360 | $60,022+70.5% | $88,946+15.1% | $84,808+20.7% |
| Participation rate | 59.5% | 57.8%+1.6pp | 68.8%-9.4pp | 68.3%-8.9pp |
| Annual return | 17.06% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,009 | $1,703+18.0% | $2,555-21.4% | $2,631-23.6% |
| Participant deferral / active EE | $5,323 | $3,114+70.9% | $4,581+16.2% | $4,212+26.4% |
| Admin fee / account holder | $541 | $4,811-88.8% | $8,261-93.4% | $7,344-92.6% |