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 | $122,028 | $49,915+144.5% | $154,803-21.2% | $74,304+64.2% |
| Participation rate | 19.0% | 54.0%-35.0pp | 78.1%-59.1pp | 60.3%-41.4pp |
| Annual return | 14.76% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $462 | $1,611-71.3% | $4,305-89.3% | $2,241-79.4% |
| Participant deferral / active EE | $1,695 | $2,255-24.8% | $5,540-69.4% | $3,767-55.0% |
| Admin fee / account holder | $2,175 | $2,189-0.6% | $14,329-84.8% | $2,969-26.7% |