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 | $126,076 | $73,933+70.5% | $96,683+30.4% | $75,163+67.7% |
| Participation rate | 35.5% | 66.4%-30.9pp | 74.3%-38.9pp | 67.2%-31.7pp |
| Annual return | 18.62% | 26.70%-8.1pp | 35.69%-17.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $799 | $2,928-72.7% | $3,737-78.6% | $2,670-70.1% |
| Participant deferral / active EE | $3,152 | $3,659-13.9% | $4,878-35.4% | $4,125-23.6% |
| Admin fee / account holder | $1,095 | $5,216-79.0% | $6,730-83.7% | $5,651-80.6% |