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 | $111,406 | $65,395+70.4% | $182,532-39.0% | $72,985+52.6% |
| Participation rate | 48.8% | 65.4%-16.6pp | 78.0%-29.1pp | 69.5%-20.6pp |
| Annual return | 20.71% | 27.68%-7.0pp | 148.54%-127.8pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,605 | $1,911-16.0% | $4,076-60.6% | $2,440-34.2% |
| Participant deferral / active EE | $4,157 | $3,563+16.7% | $5,524-24.8% | $3,607+15.2% |
| Admin fee / account holder | $3,973 | $4,245-6.4% | $8,592-53.8% | $5,124-22.5% |