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 | $88,899 | $54,541+63.0% | $78,778+12.8% | $70,131+26.8% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 18.31% | 21.07%-2.8pp | 35.62%-17.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $543 | $1,089-50.1% | $1,986-72.7% | $2,342-76.8% |
| Participant deferral / active EE | $3,748 | $2,210+69.6% | $2,958+26.7% | $3,332+12.5% |
| Admin fee / account holder | $3,165 | $3,709-14.6% | $5,134-38.3% | $4,645-31.9% |