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 | $124,290 | $65,041+91.1% | $90,951+36.7% | $79,858+55.6% |
| Participation rate | 48.6% | 61.6%-13.0pp | 69.0%-20.4pp | 69.6%-21.1pp |
| Annual return | 14.31% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $786 | $1,247-37.0% | $2,122-63.0% | $2,471-68.2% |
| Participant deferral / active EE | $2,355 | $2,512-6.3% | $3,373-30.2% | $3,740-37.0% |
| Admin fee / account holder | $9,379 | $4,536+106.8% | $5,959+57.4% | $5,306+76.8% |