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 | $92,973 | $78,422+18.6% | $95,952-3.1% | $79,858+16.4% |
| Participation rate | 63.0% | 73.5%-10.4pp | 77.1%-14.0pp | 69.6%-6.6pp |
| Annual return | 28.22% | 19.37%+8.8pp | 91.61%-63.4pp | 31.71%-3.5pp |
| Employer contribution / active EE | $1,665 | $1,945-14.4% | $2,541-34.5% | $2,471-32.6% |
| Participant deferral / active EE | $4,375 | $3,440+27.2% | $4,167+5.0% | $3,740+17.0% |
| Admin fee / account holder | $5,995 | $5,622+6.6% | $6,795-11.8% | $5,306+13.0% |