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 | $121,014 | $86,929+39.2% | $102,423+18.2% | $80,856+49.7% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.6%-7.3pp |
| Annual return | 11.97% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,327 | $2,369-44.0% | $3,023-56.1% | $2,755-51.8% |
| Participant deferral / active EE | $4,412 | $4,118+7.1% | $5,053-12.7% | $4,296+2.7% |
| Admin fee / account holder | $14,748 | $8,049+83.2% | $9,451+56.1% | $6,918+113.2% |