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 | $171,070 | $74,927+128.3% | $101,794+68.1% | $84,808+101.7% |
| Participation rate | 47.8% | 61.4%-13.6pp | 69.2%-21.4pp | 68.3%-20.5pp |
| Annual return | 14.20% | 18.70%-4.5pp | 30.53%-16.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $565 | $1,522-62.8% | $2,289-75.3% | $2,631-78.5% |
| Participant deferral / active EE | $2,869 | $3,099-7.4% | $4,084-29.8% | $4,212-31.9% |
| Admin fee / account holder | $6,270 | $6,514-3.7% | $8,777-28.6% | $7,344-14.6% |