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 | $94,242 | $51,045+84.6% | $70,515+33.6% | $71,457+31.9% |
| Participation rate | 43.0% | 59.4%-16.4pp | 68.3%-25.3pp | 67.9%-24.9pp |
| Annual return | 15.51% | 42.63%-27.1pp | 32.77%-17.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $781 | $1,790-56.4% | $2,973-73.8% | $2,588-69.8% |
| Participant deferral / active EE | $2,343 | $3,026-22.6% | $4,567-48.7% | $4,289-45.4% |
| Admin fee / account holder | $5,395 | $1,994+170.6% | $6,412-15.9% | $1,587+239.9% |