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 | $69,971 | $55,371+26.4% | $95,585-26.8% | $74,304-5.8% |
| Participation rate | 62.8% | 53.8%+9.0pp | 72.1%-9.3pp | 60.3%+2.5pp |
| Annual return | 32.40% | 24.26%+8.1pp | 38.56%-6.2pp | 29.43%+3.0pp |
| Employer contribution / active EE | $4,649 | $1,437+223.5% | $2,527+84.0% | $2,241+107.4% |
| Participant deferral / active EE | $4,535 | $2,955+53.5% | $4,023+12.7% | $3,767+20.4% |
| Admin fee / account holder | $4,781 | $2,620+82.5% | $6,127-22.0% | $2,969+61.1% |