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 | $110,351 | $72,012+53.2% | $185,823-40.6% | $79,858+38.2% |
| Participation rate | 62.8% | 65.8%-3.0pp | 78.0%-15.2pp | 69.6%-6.8pp |
| Annual return | 16.58% | 23.12%-6.5pp | 35.95%-19.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $1,422 | $1,965-27.6% | $4,087-65.2% | $2,471-42.4% |
| Participant deferral / active EE | $3,457 | $3,779-8.5% | $5,632-38.6% | $3,740-7.6% |
| Admin fee / account holder | $1,474 | $4,513-67.3% | $9,500-84.5% | $5,306-72.2% |