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 | $157,183 | $48,750+222.4% | $88,946+76.7% | $74,304+111.5% |
| Participation rate | 15.6% | 44.5%-28.9pp | 68.8%-53.3pp | 60.3%-44.8pp |
| Annual return | 19.91% | 25.91%-6.0pp | 57.82%-37.9pp | 29.43%-9.5pp |
| Employer contribution / active EE | $760 | $1,255-39.5% | $2,555-70.3% | $2,241-66.1% |
| Participant deferral / active EE | $1,413 | $2,423-41.7% | $4,581-69.2% | $3,767-62.5% |
| Admin fee / account holder | $709 | $3,756-81.1% | $8,261-91.4% | $2,969-76.1% |