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 | $142,111 | $60,892+133.4% | $82,389+72.5% | $84,808+67.6% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 24.80% | 37.29%-12.5pp | 28.67%-3.9pp | 40.90%-16.1pp |
| Employer contribution / active EE | $534 | $1,779-70.0% | $2,517-78.8% | $2,631-79.7% |
| Participant deferral / active EE | $2,731 | $3,179-14.1% | $4,155-34.3% | $4,212-35.1% |
| Admin fee / account holder | $10,895 | $5,467+99.3% | $7,231+50.7% | $7,344+48.4% |