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 | $136,135 | $53,777+153.1% | $134,143+1.5% | $79,858+70.5% |
| Participation rate | 68.6% | 58.8%+9.8pp | 72.2%-3.6pp | 69.6%-1.1pp |
| Annual return | 17.63% | 19.01%-1.4pp | 36.33%-18.7pp | 31.71%-14.1pp |
| Employer contribution / active EE | $575 | $1,321-56.5% | $3,704-84.5% | $2,471-76.7% |
| Participant deferral / active EE | $3,259 | $2,420+34.7% | $3,499-6.8% | $3,740-12.9% |
| Admin fee / account holder | $5,720 | $3,984+43.6% | $6,684-14.4% | $5,306+7.8% |