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 | $115,110 | $51,175+124.9% | $70,515+63.2% | $75,163+53.1% |
| Participation rate | 48.6% | 60.9%-12.3pp | 68.3%-19.7pp | 67.2%-18.5pp |
| Annual return | 14.93% | 30.02%-15.1pp | 32.77%-17.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $876 | $1,826-52.0% | $2,973-70.5% | $2,670-67.2% |
| Participant deferral / active EE | $2,183 | $2,849-23.4% | $4,567-52.2% | $4,125-47.1% |
| Admin fee / account holder | $2,537 | $4,091-38.0% | $6,412-60.4% | $5,651-55.1% |