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 | $98,710 | $60,892+62.1% | $82,389+19.8% | $84,808+16.4% |
| Participation rate | 62.2% | 63.3%-1.0pp | 69.5%-7.3pp | 68.3%-6.1pp |
| Annual return | 16.77% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,406 | $1,779-21.0% | $2,517-44.1% | $2,631-46.6% |
| Participant deferral / active EE | $2,598 | $3,179-18.3% | $4,155-37.5% | $4,212-38.3% |
| Admin fee / account holder | $769 | $5,467-85.9% | $7,231-89.4% | $7,344-89.5% |