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 | $108,151 | $89,753+20.5% | $107,525+0.6% | $84,808+27.5% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 18.81% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,180 | $3,113+2.1% | $3,754-15.3% | $2,631+20.9% |
| Participant deferral / active EE | $5,556 | $4,056+37.0% | $5,116+8.6% | $4,212+31.9% |
| Admin fee / account holder | $671 | $7,222-90.7% | $8,919-92.5% | $7,344-90.9% |