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 4-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 | $95,940 | $81,248+18.1% | $155,509-38.3% | $80,856+18.7% |
| Participation rate | 67.3% | 66.2%+1.0pp | 78.2%-10.9pp | 67.6%-0.4pp |
| Annual return | 14.37% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $802 | $3,100-74.1% | $4,672-82.8% | $2,755-70.9% |
| Participant deferral / active EE | $4,771 | $3,452+38.2% | $5,626-15.2% | $4,296+11.1% |
| Admin fee / account holder | $1,000 | $7,997-87.5% | $15,912-93.7% | $6,918-85.5% |