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 | $93,612 | $46,869+99.7% | $122,332-23.5% | $70,131+33.5% |
| Participation rate | 65.4% | 58.2%+7.2pp | 71.6%-6.2pp | 69.5%-4.2pp |
| Annual return | 17.07% | 24.22%-7.2pp | 30.27%-13.2pp | 73.14%-56.1pp |
| Employer contribution / active EE | $427 | $1,288-66.8% | $4,050-89.5% | $2,342-81.8% |
| Participant deferral / active EE | $1,851 | $2,166-14.6% | $3,287-43.7% | $3,332-44.5% |
| Admin fee / account holder | $8,770 | $3,322+164.0% | $5,478+60.1% | $4,645+88.8% |