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 | $119,448 | $83,477+43.1% | $125,175-4.6% | $72,985+63.7% |
| Participation rate | 34.3% | 73.3%-39.0pp | 79.8%-45.5pp | 69.5%-35.2pp |
| Annual return | 18.00% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $910 | $2,345-61.2% | $3,865-76.5% | $2,440-62.7% |
| Participant deferral / active EE | $2,225 | $3,585-37.9% | $4,937-54.9% | $3,607-38.3% |
| Admin fee / account holder | $497 | $5,517-91.0% | $9,702-94.9% | $5,124-90.3% |