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 | $64,730 | $52,580+23.1% | $71,671-9.7% | $70,131-7.7% |
| Participation rate | 35.2% | 60.9%-25.7pp | 68.7%-33.6pp | 69.5%-34.4pp |
| Annual return | 18.29% | 20.25%-2.0pp | 20.65%-2.4pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,777 | $1,616+10.0% | $2,460-27.7% | $2,342-24.1% |
| Participant deferral / active EE | $3,737 | $2,386+56.6% | $3,438+8.7% | $3,332+12.2% |
| Admin fee / account holder | $2,730 | $3,653-25.3% | $5,558-50.9% | $4,645-41.2% |