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 | $115,351 | $71,050+62.4% | $93,606+23.2% | $80,856+42.7% |
| Participation rate | 22.6% | 60.4%-37.8pp | 68.7%-46.1pp | 67.6%-45.1pp |
| Annual return | 9.97% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $523 | $1,564-66.6% | $2,420-78.4% | $2,755-81.0% |
| Participant deferral / active EE | $1,520 | $4,034-62.3% | $4,411-65.5% | $4,296-64.6% |
| Admin fee / account holder | $1,707 | $6,945-75.4% | $8,285-79.4% | $6,918-75.3% |