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 | $121,424 | $107,452+13.0% | $91,541+32.6% | $142,382-14.7% |
| Participation rate | 69.2% | 75.1%-5.8pp | 69.8%-0.5pp | 80.1%-10.9pp |
| Annual return | 16.49% | 22.06%-5.6pp | 20.50%-4.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,949 | $2,994-1.5% | $2,505+17.8% | $4,299-31.4% |
| Participant deferral / active EE | $5,507 | $4,754+15.8% | $4,008+37.4% | $6,507-15.4% |
| Admin fee / account holder | $1,506 | $8,834-83.0% | $6,956-78.4% | $12,624-88.1% |