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 9-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 | $82,936 | $51,175+62.1% | $70,515+17.6% | $75,163+10.3% |
| Participation rate | 28.3% | 60.9%-32.6pp | 68.3%-40.0pp | 67.2%-38.9pp |
| Annual return | 14.56% | 30.02%-15.5pp | 32.77%-18.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $986 | $1,826-46.0% | $2,973-66.8% | $2,670-63.1% |
| Participant deferral / active EE | $2,515 | $2,849-11.7% | $4,567-44.9% | $4,125-39.0% |
| Admin fee / account holder | $6,023 | $4,091+47.2% | $6,412-6.1% | $5,651+6.6% |