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 | $110,790 | $86,929+27.4% | $102,423+8.2% | $80,856+37.0% |
| Participation rate | 65.1% | 72.4%-7.3pp | 76.5%-11.4pp | 67.6%-2.5pp |
| Annual return | 16.95% | 18.88%-1.9pp | 29.32%-12.4pp | 35.59%-18.6pp |
| Employer contribution / active EE | $845 | $2,369-64.3% | $3,023-72.0% | $2,755-69.3% |
| Participant deferral / active EE | $5,284 | $4,118+28.3% | $5,053+4.6% | $4,296+23.0% |
| Admin fee / account holder | $14,753 | $8,049+83.3% | $9,451+56.1% | $6,918+113.3% |