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 | $113,582 | $79,944+42.1% | $98,439+15.4% | $75,163+51.1% |
| Participation rate | 69.2% | 70.4%-1.1pp | 75.2%-5.9pp | 67.2%+2.0pp |
| Annual return | 16.85% | 19.75%-2.9pp | 21.16%-4.3pp | 160.62%-143.8pp |
| Employer contribution / active EE | $618 | $2,264-72.7% | $3,048-79.7% | $2,670-76.8% |
| Participant deferral / active EE | $3,519 | $3,752-6.2% | $4,738-25.7% | $4,125-14.7% |
| Admin fee / account holder | $680 | $6,840-90.1% | $8,948-92.4% | $5,651-88.0% |