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 | $42,834 | $59,097-27.5% | $82,389-48.0% | $74,304-42.4% |
| Participation rate | 63.6% | 52.8%+10.9pp | 69.5%-5.9pp | 60.3%+3.3pp |
| Annual return | 25.08% | 22.85%+2.2pp | 28.67%-3.6pp | 29.43%-4.3pp |
| Employer contribution / active EE | $2,693 | $1,601+68.2% | $2,517+7.0% | $2,241+20.2% |
| Participant deferral / active EE | $5,380 | $2,775+93.8% | $4,155+29.5% | $3,767+42.8% |
| Admin fee / account holder | $2,279 | $4,489-49.2% | $7,231-68.5% | $2,969-23.2% |