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 | $127,269 | $71,050+79.1% | $93,606+36.0% | $80,856+57.4% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 15.14% | 11.26%+3.9pp | 133.20%-118.1pp | 35.59%-20.5pp |
| Employer contribution / active EE | $764 | $1,564-51.1% | $2,420-68.4% | $2,755-72.3% |
| Participant deferral / active EE | $1,995 | $4,034-50.6% | $4,411-54.8% | $4,296-53.6% |
| Admin fee / account holder | $6,537 | $6,945-5.9% | $8,285-21.1% | $6,918-5.5% |