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 | $105,606 | $60,022+75.9% | $88,946+18.7% | $84,808+24.5% |
| Participation rate | 16.9% | 57.8%-40.9pp | 68.8%-51.9pp | 68.3%-51.4pp |
| Annual return | 17.11% | 22.43%-5.3pp | 57.82%-40.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $554 | $1,703-67.4% | $2,555-78.3% | $2,631-78.9% |
| Participant deferral / active EE | $1,416 | $3,114-54.5% | $4,581-69.1% | $4,212-66.4% |
| Admin fee / account holder | $1,654 | $4,811-65.6% | $8,261-80.0% | $7,344-77.5% |