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 | $51,876 | $60,022-13.6% | $88,946-41.7% | $84,808-38.8% |
| Participation rate | 61.1% | 57.8%+3.3pp | 68.8%-7.7pp | 68.3%-7.2pp |
| Annual return | 26.65% | 22.43%+4.2pp | 57.82%-31.2pp | 40.90%-14.2pp |
| Employer contribution / active EE | $2,946 | $1,703+73.0% | $2,555+15.3% | $2,631+12.0% |
| Participant deferral / active EE | $4,810 | $3,114+54.5% | $4,581+5.0% | $4,212+14.2% |
| Admin fee / account holder | $13,085 | $4,811+172.0% | $8,261+58.4% | $7,344+78.2% |