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 | $73,050 | $60,892+20.0% | $82,389-11.3% | $84,808-13.9% |
| Participation rate | 56.0% | 63.3%-7.3pp | 69.5%-13.5pp | 68.3%-12.3pp |
| Annual return | 18.79% | 37.29%-18.5pp | 28.67%-9.9pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,474 | $1,779+39.1% | $2,517-1.7% | $2,631-6.0% |
| Participant deferral / active EE | $5,270 | $3,179+65.8% | $4,155+26.8% | $4,212+25.1% |
| Admin fee / account holder | $4,300 | $5,467-21.4% | $7,231-40.5% | $7,344-41.5% |