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 | $132,983 | $74,927+77.5% | $101,794+30.6% | $84,808+56.8% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.7pp | 68.3%-28.8pp |
| Annual return | 15.52% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $683 | $1,522-55.1% | $2,289-70.2% | $2,631-74.0% |
| Participant deferral / active EE | $1,666 | $3,099-46.2% | $4,084-59.2% | $4,212-60.4% |
| Admin fee / account holder | $489 | $6,514-92.5% | $8,777-94.4% | $7,344-93.3% |