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 | $110,710 | $68,719+61.1% | $91,541+20.9% | $84,808+30.5% |
| Participation rate | 60.0% | 64.5%-4.5pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 19.51% | 19.12%+0.4pp | 20.50%-1.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,080 | $1,920+8.3% | $2,505-17.0% | $2,631-21.0% |
| Participant deferral / active EE | $7,575 | $3,136+141.6% | $4,008+89.0% | $4,212+79.8% |
| Admin fee / account holder | $733 | $5,786-87.3% | $6,956-89.5% | $7,344-90.0% |