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 | $111,452 | $60,022+85.7% | $88,946+25.3% | $84,808+31.4% |
| Participation rate | 61.1% | 57.8%+3.3pp | 68.8%-7.7pp | 68.3%-7.2pp |
| Annual return | 13.93% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,800 | $1,703+64.5% | $2,555+9.6% | $2,631+6.4% |
| Participant deferral / active EE | $4,594 | $3,114+47.5% | $4,581+0.3% | $4,212+9.1% |
| Admin fee / account holder | $5,328 | $4,811+10.7% | $8,261-35.5% | $7,344-27.4% |