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 | $92,477 | $74,927+23.4% | $101,794-9.2% | $84,808+9.0% |
| Participation rate | 58.0% | 61.4%-3.4pp | 69.2%-11.2pp | 68.3%-10.3pp |
| Annual return | 16.13% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,097 | $1,522+37.8% | $2,289-8.4% | $2,631-20.3% |
| Participant deferral / active EE | $4,530 | $3,099+46.2% | $4,084+10.9% | $4,212+7.6% |
| Admin fee / account holder | $2,666 | $6,514-59.1% | $8,777-69.6% | $7,344-63.7% |