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 | $98,103 | $64,480+52.1% | $81,382+20.5% | $80,856+21.3% |
| Participation rate | 45.9% | 63.9%-17.9pp | 69.5%-23.5pp | 67.6%-21.7pp |
| Annual return | 22.72% | 16.34%+6.4pp | 24.73%-2.0pp | 35.59%-12.9pp |
| Employer contribution / active EE | $2,243 | $1,978+13.4% | $2,463-8.9% | $2,755-18.6% |
| Participant deferral / active EE | $4,670 | $3,094+51.0% | $3,883+20.3% | $4,296+8.7% |
| Admin fee / account holder | $4,432 | $5,671-21.8% | $5,768-23.2% | $6,918-35.9% |