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 | $90,235 | $56,053+61.0% | $75,972+18.8% | $80,856+11.6% |
| Participation rate | 69.7% | 62.0%+7.7pp | 69.1%+0.6pp | 67.6%+2.1pp |
| Annual return | 11.65% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,018 | $1,874+61.1% | $2,685+12.4% | $2,755+9.6% |
| Participant deferral / active EE | $7,008 | $3,052+129.7% | $4,255+64.7% | $4,296+63.1% |
| Admin fee / account holder | $5,878 | $5,234+12.3% | $6,467-9.1% | $6,918-15.0% |