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 9-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 | $60,056 | $52,580+14.2% | $71,671-16.2% | $70,131-14.4% |
| Participation rate | 69.1% | 60.9%+8.2pp | 68.7%+0.3pp | 69.5%-0.5pp |
| Annual return | 15.16% | 20.25%-5.1pp | 20.65%-5.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,047 | $1,616-35.2% | $2,460-57.4% | $2,342-55.3% |
| Participant deferral / active EE | $3,174 | $2,386+33.0% | $3,438-7.7% | $3,332-4.7% |
| Admin fee / account holder | $1,550 | $3,653-57.6% | $5,558-72.1% | $4,645-66.6% |