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 | $85,031 | $61,280+38.8% | $69,780+21.9% | $84,808+0.3% |
| Participation rate | 62.7% | 73.6%-10.9pp | 79.3%-16.6pp | 68.3%-5.6pp |
| Annual return | 14.77% | 12.93%+1.8pp | 26.31%-11.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,092 | $3,577-13.6% | $4,168-25.8% | $2,631+17.5% |
| Participant deferral / active EE | $3,580 | $3,756-4.7% | $6,164-41.9% | $4,212-15.0% |
| Admin fee / account holder | $2,269 | $6,026-62.3% | $7,285-68.9% | $7,344-69.1% |