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 | $229,620 | $71,050+223.2% | $93,606+145.3% | $80,856+184.0% |
| Participation rate | 27.5% | 60.4%-32.9pp | 68.7%-41.2pp | 67.6%-40.1pp |
| Annual return | 22.04% | 11.26%+10.8pp | 133.20%-111.2pp | 35.59%-13.6pp |
| Employer contribution / active EE | $893 | $1,564-42.9% | $2,420-63.1% | $2,755-67.6% |
| Participant deferral / active EE | $2,136 | $4,034-47.0% | $4,411-51.6% | $4,296-50.3% |
| Admin fee / account holder | $62,841 | $6,945+804.9% | $8,285+658.5% | $6,918+808.4% |