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 | $105,944 | $95,803+10.6% | $113,168-6.4% | $84,808+24.9% |
| Participation rate | 69.0% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.7pp |
| Annual return | 15.10% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $714 | $2,360-69.7% | $2,975-76.0% | $2,631-72.9% |
| Participant deferral / active EE | $5,709 | $4,242+34.6% | $5,107+11.8% | $4,212+35.6% |
| Admin fee / account holder | $10,092 | $8,989+12.3% | $12,068-16.4% | $7,344+37.4% |