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 | $144,741 | $78,422+84.6% | $95,952+50.8% | $79,858+81.2% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.4pp | 69.6%-4.0pp |
| Annual return | 17.33% | 19.37%-2.0pp | 91.61%-74.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $886 | $1,945-54.5% | $2,541-65.1% | $2,471-64.1% |
| Participant deferral / active EE | $2,241 | $3,440-34.8% | $4,167-46.2% | $3,740-40.1% |
| Admin fee / account holder | $1,511 | $5,622-73.1% | $6,795-77.8% | $5,306-71.5% |