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 | $159,122 | $95,803+66.1% | $113,168+40.6% | $84,808+87.6% |
| Participation rate | 29.8% | 72.9%-43.1pp | 76.6%-46.8pp | 68.3%-38.5pp |
| Annual return | 12.64% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $978 | $2,360-58.5% | $2,975-67.1% | $2,631-62.8% |
| Participant deferral / active EE | $2,737 | $4,242-35.5% | $5,107-46.4% | $4,212-35.0% |
| Admin fee / account holder | $662 | $8,989-92.6% | $12,068-94.5% | $7,344-91.0% |