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 8-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 | $69,052 | $37,426+84.5% | $77,482-10.9% | $79,858-13.5% |
| Participation rate | 57.6% | 41.5%+16.1pp | 54.2%+3.4pp | 69.6%-12.1pp |
| Annual return | 17.45% | 39.70%-22.3pp | 54.79%-37.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $765 | $637+20.1% | $986-22.5% | $2,471-69.1% |
| Participant deferral / active EE | $2,360 | $1,260+87.3% | $1,861+26.8% | $3,740-36.9% |
| Admin fee / account holder | $1,275 | $2,504-49.1% | $2,858-55.4% | $5,306-76.0% |