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 | $97,989 | $71,050+37.9% | $93,606+4.7% | $80,856+21.2% |
| Participation rate | 42.1% | 60.4%-18.3pp | 68.7%-26.6pp | 67.6%-25.5pp |
| Annual return | 13.41% | 11.26%+2.1pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $373 | $1,564-76.1% | $2,420-84.6% | $2,755-86.5% |
| Participant deferral / active EE | $2,416 | $4,034-40.1% | $4,411-45.2% | $4,296-43.8% |
| Admin fee / account holder | $1,058 | $6,945-84.8% | $8,285-87.2% | $6,918-84.7% |