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 | $121,699 | $93,071+30.8% | $74,583+63.2% | $273,961-55.6% |
| Participation rate | 63.2% | 74.9%-11.8pp | 68.1%-5.0pp | 83.0%-19.9pp |
| Annual return | 5.01% | 26.18%-21.2pp | 20.47%-15.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $238 | $3,160-92.5% | $2,525-90.6% | $4,869-95.1% |
| Participant deferral / active EE | $2,084 | $4,160-49.9% | $3,458-39.7% | $5,287-60.6% |
| Admin fee / account holder | $418 | $5,272-92.1% | $4,138-89.9% | $10,132-95.9% |