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 | $97,627 | $66,402+47.0% | $109,895-11.2% | $85,850+13.7% |
| Participation rate | 61.8% | 63.9%-2.0pp | 74.2%-12.4pp | 69.3%-7.5pp |
| Annual return | 16.71% | 19.59%-2.9pp | 29.45%-12.7pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,786 | $1,687+5.9% | $2,842-37.2% | $2,565-30.4% |
| Participant deferral / active EE | $4,129 | $2,842+45.3% | $4,048+2.0% | $3,952+4.5% |
| Admin fee / account holder | $5,332 | $4,557+17.0% | $6,066-12.1% | $6,260-14.8% |