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 | $118,223 | $60,892+94.2% | $82,389+43.5% | $84,808+39.4% |
| Participation rate | 46.2% | 63.3%-17.1pp | 69.5%-23.4pp | 68.3%-22.2pp |
| Annual return | 16.98% | 37.29%-20.3pp | 28.67%-11.7pp | 40.90%-23.9pp |
| Employer contribution / active EE | $858 | $1,779-51.8% | $2,517-65.9% | $2,631-67.4% |
| Participant deferral / active EE | $2,593 | $3,179-18.4% | $4,155-37.6% | $4,212-38.4% |
| Admin fee / account holder | $4,727 | $5,467-13.5% | $7,231-34.6% | $7,344-35.6% |