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 | $54,673 | $86,929-37.1% | $102,423-46.6% | $80,856-32.4% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.7pp | 67.6%+0.1pp |
| Annual return | 14.87% | 18.88%-4.0pp | 29.32%-14.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,468 | $2,369+88.6% | $3,023+47.8% | $2,755+62.2% |
| Participant deferral / active EE | $9,102 | $4,118+121.0% | $5,053+80.1% | $4,296+111.9% |
| Admin fee / account holder | $3,646 | $8,049-54.7% | $9,451-61.4% | $6,918-47.3% |