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 | $114,425 | $105,630+8.3% | $87,507+30.8% | $273,961-58.2% |
| Participation rate | 25.0% | 78.2%-53.2pp | 73.8%-48.8pp | 83.0%-58.0pp |
| Annual return | 1.57% | 12.25%-10.7pp | 12.21%-10.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $537 | $3,141-82.9% | $2,550-78.9% | $4,869-89.0% |
| Participant deferral / active EE | $2,556 | $3,601-29.0% | $3,149-18.8% | $5,287-51.7% |
| Admin fee / account holder | $1,898 | $4,781-60.3% | $4,221-55.0% | $10,132-81.3% |