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 | $149,888 | $78,926+89.9% | $136,749+9.6% | $84,808+76.7% |
| Participation rate | 33.8% | 62.2%-28.4pp | 72.1%-38.3pp | 68.3%-34.5pp |
| Annual return | 15.17% | 18.17%-3.0pp | 24.33%-9.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $571 | $2,134-73.3% | $3,400-83.2% | $2,631-78.3% |
| Participant deferral / active EE | $1,591 | $3,168-49.8% | $4,692-66.1% | $4,212-62.2% |
| Admin fee / account holder | $1,158 | $6,369-81.8% | $11,386-89.8% | $7,344-84.2% |