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 | $161,276 | $65,365+146.7% | $92,893+73.6% | $72,985+121.0% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 19.12% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $876 | $2,594-66.2% | $3,653-76.0% | $2,440-64.1% |
| Participant deferral / active EE | $2,554 | $3,128-18.4% | $4,236-39.7% | $3,607-29.2% |
| Admin fee / account holder | $3,482 | $4,251-18.1% | $5,794-39.9% | $5,124-32.1% |