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 5-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 | $64,853 | $57,016+13.7% | $84,966-23.7% | $80,856-19.8% |
| Participation rate | 65.0% | 56.3%+8.7pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 10.58% | 21.66%-11.1pp | 66.38%-55.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,332 | $1,798+29.8% | $2,727-14.5% | $2,755-15.3% |
| Participant deferral / active EE | $5,862 | $3,110+88.5% | $4,519+29.7% | $4,296+36.5% |
| Admin fee / account holder | $7,110 | $4,980+42.8% | $6,149+15.6% | $6,918+2.8% |