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 | $103,710 | $60,022+72.8% | $88,946+16.6% | $84,808+22.3% |
| Participation rate | 68.8% | 57.8%+10.9pp | 68.8%-0.1pp | 68.3%+0.4pp |
| Annual return | 16.61% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,387 | $1,703+40.2% | $2,555-6.6% | $2,631-9.3% |
| Participant deferral / active EE | $3,228 | $3,114+3.7% | $4,581-29.6% | $4,212-23.4% |
| Admin fee / account holder | $1,157 | $4,811-76.0% | $8,261-86.0% | $7,344-84.2% |