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 | $153,293 | $96,128+59.5% | $136,007+12.7% | $80,856+89.6% |
| Participation rate | 61.3% | 71.2%-10.0pp | 76.5%-15.2pp | 67.6%-6.3pp |
| Annual return | 17.43% | 28.71%-11.3pp | 579.32%-561.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $948 | $3,351-71.7% | $4,217-77.5% | $2,755-65.6% |
| Participant deferral / active EE | $4,223 | $5,709-26.0% | $7,025-39.9% | $4,296-1.7% |
| Admin fee / account holder | $1,374 | $8,236-83.3% | $6,858-80.0% | $6,918-80.1% |