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 | $72,502 | $80,673-10.1% | $101,326-28.4% | $84,808-14.5% |
| Participation rate | 69.0% | 77.8%-8.8pp | 81.5%-12.5pp | 68.3%+0.7pp |
| Annual return | 19.92% | 38.95%-19.0pp | 36.82%-16.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,757 | $2,698+39.2% | $3,665+2.5% | $2,631+42.8% |
| Participant deferral / active EE | $8,632 | $6,840+26.2% | $7,994+8.0% | $4,212+104.9% |
| Admin fee / account holder | $9,105 | $12,784-28.8% | $11,185-18.6% | $7,344+24.0% |