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 6-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 | $110,128 | $74,927+47.0% | $101,794+8.2% | $84,808+29.9% |
| Participation rate | 11.1% | 61.4%-50.3pp | 69.2%-58.1pp | 68.3%-57.2pp |
| Annual return | 16.57% | 18.70%-2.1pp | 30.53%-14.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $466 | $1,522-69.4% | $2,289-79.7% | $2,631-82.3% |
| Participant deferral / active EE | $1,504 | $3,099-51.5% | $4,084-63.2% | $4,212-64.3% |
| Admin fee / account holder | $1,265 | $6,514-80.6% | $8,777-85.6% | $7,344-82.8% |