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 | $151,952 | $101,883+49.1% | $453,369-66.5% | $85,850+77.0% |
| Participation rate | 55.2% | 72.3%-17.1pp | 78.0%-22.8pp | 69.3%-14.1pp |
| Annual return | 18.21% | 25.38%-7.2pp | 64.40%-46.2pp | 318.53%-300.3pp |
| Employer contribution / active EE | $727 | $2,847-74.5% | $4,070-82.1% | $2,565-71.6% |
| Participant deferral / active EE | $3,190 | $4,782-33.3% | $6,209-48.6% | $3,952-19.3% |
| Admin fee / account holder | $8,946 | $5,706+56.8% | $11,209-20.2% | $6,260+42.9% |