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 | $115,284 | $74,927+53.9% | $101,794+13.3% | $84,808+35.9% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 18.43% | 18.70%-0.3pp | 30.53%-12.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $578 | $1,522-62.0% | $2,289-74.8% | $2,631-78.0% |
| Participant deferral / active EE | $3,167 | $3,099+2.2% | $4,084-22.5% | $4,212-24.8% |
| Admin fee / account holder | $506 | $6,514-92.2% | $8,777-94.2% | $7,344-93.1% |