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 | $77,852 | $49,915+56.0% | $154,803-49.7% | $74,304+4.8% |
| Participation rate | 57.3% | 54.0%+3.3pp | 78.1%-20.8pp | 60.3%-3.1pp |
| Annual return | 41.39% | 34.06%+7.3pp | 58.88%-17.5pp | 29.43%+12.0pp |
| Employer contribution / active EE | $1,833 | $1,611+13.8% | $4,305-57.4% | $2,241-18.2% |
| Participant deferral / active EE | $3,001 | $2,255+33.1% | $5,540-45.8% | $3,767-20.4% |
| Admin fee / account holder | $1,518 | $2,189-30.7% | $14,329-89.4% | $2,969-48.9% |