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 | $118,356 | $81,248+45.7% | $155,509-23.9% | $80,856+46.4% |
| Participation rate | 27.0% | 66.2%-39.2pp | 78.2%-51.2pp | 67.6%-40.7pp |
| Annual return | 19.80% | 33.31%-13.5pp | 64.67%-44.9pp | 35.59%-15.8pp |
| Employer contribution / active EE | $685 | $3,100-77.9% | $4,672-85.3% | $2,755-75.1% |
| Participant deferral / active EE | $2,268 | $3,452-34.3% | $5,626-59.7% | $4,296-47.2% |
| Admin fee / account holder | $2,184 | $7,997-72.7% | $15,912-86.3% | $6,918-68.4% |