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 | $100,824 | $65,041+55.0% | $90,951+10.9% | $79,858+26.3% |
| Participation rate | 59.0% | 61.6%-2.6pp | 69.0%-10.0pp | 69.6%-10.6pp |
| Annual return | 10.56% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $678 | $1,247-45.6% | $2,122-68.0% | $2,471-72.6% |
| Participant deferral / active EE | $2,266 | $2,512-9.8% | $3,373-32.8% | $3,740-39.4% |
| Admin fee / account holder | $793 | $4,536-82.5% | $5,959-86.7% | $5,306-85.1% |