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 | $85,000 | $52,580+61.7% | $71,671+18.6% | $70,131+21.2% |
| Participation rate | 35.5% | 60.9%-25.4pp | 68.7%-33.3pp | 69.5%-34.1pp |
| Annual return | 23.91% | 20.25%+3.7pp | 20.65%+3.3pp | 73.14%-49.2pp |
| Employer contribution / active EE | $799 | $1,616-50.6% | $2,460-67.5% | $2,342-65.9% |
| Participant deferral / active EE | $1,816 | $2,386-23.9% | $3,438-47.2% | $3,332-45.5% |
| Admin fee / account holder | $636 | $3,653-82.6% | $5,558-88.6% | $4,645-86.3% |