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 | $111,105 | $78,672+41.2% | $109,143+1.8% | $85,850+29.4% |
| Participation rate | 62.5% | 68.3%-5.8pp | 75.9%-13.4pp | 69.3%-6.8pp |
| Annual return | 12.18% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,365 | $2,735-50.1% | $3,722-63.3% | $2,565-46.8% |
| Participant deferral / active EE | $4,310 | $3,467+24.3% | $4,653-7.4% | $3,952+9.1% |
| Admin fee / account holder | $1,330 | $5,469-75.7% | $6,752-80.3% | $6,260-78.7% |