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 | $121,921 | $58,512+108.4% | $84,015+45.1% | $72,985+67.1% |
| Participation rate | 26.8% | 61.2%-34.5pp | 69.0%-42.3pp | 69.5%-42.7pp |
| Annual return | 19.92% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $304 | $1,163-73.8% | $1,983-84.7% | $2,440-87.5% |
| Participant deferral / active EE | $1,717 | $2,394-28.3% | $3,239-47.0% | $3,607-52.4% |
| Admin fee / account holder | $7,628 | $4,569+67.0% | $6,101+25.0% | $5,124+48.9% |