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 | $165,431 | $68,719+140.7% | $91,541+80.7% | $84,808+95.1% |
| Participation rate | 23.1% | 64.5%-41.4pp | 69.8%-46.7pp | 68.3%-45.2pp |
| Annual return | 16.17% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $848 | $1,920-55.8% | $2,505-66.1% | $2,631-67.8% |
| Participant deferral / active EE | $1,552 | $3,136-50.5% | $4,008-61.3% | $4,212-63.2% |
| Admin fee / account holder | $2,239 | $5,786-61.3% | $6,956-67.8% | $7,344-69.5% |