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 | $108,829 | $86,929+25.2% | $102,423+6.3% | $80,856+34.6% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 10.49% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,120 | $2,369-52.7% | $3,023-63.0% | $2,755-59.4% |
| Participant deferral / active EE | $4,521 | $4,118+9.8% | $5,053-10.5% | $4,296+5.2% |
| Admin fee / account holder | $18,626 | $8,049+131.4% | $9,451+97.1% | $6,918+169.2% |