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 8-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 | $72,512 | $59,097+22.7% | $82,389-12.0% | $74,304-2.4% |
| Participation rate | 55.4% | 52.8%+2.6pp | 69.5%-14.2pp | 60.3%-5.0pp |
| Annual return | 20.32% | 22.85%-2.5pp | 28.67%-8.3pp | 29.43%-9.1pp |
| Employer contribution / active EE | $2,725 | $1,601+70.2% | $2,517+8.3% | $2,241+21.6% |
| Participant deferral / active EE | $5,985 | $2,775+115.7% | $4,155+44.1% | $3,767+58.9% |
| Admin fee / account holder | $3,426 | $4,489-23.7% | $7,231-52.6% | $2,969+15.4% |