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 | $145,583 | $94,625+53.9% | $116,228+25.3% | $84,808+71.7% |
| Participation rate | 26.9% | 70.4%-43.5pp | 74.6%-47.6pp | 68.3%-41.4pp |
| Annual return | 17.48% | 20.40%-2.9pp | 90.06%-72.6pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,023 | $2,347-56.4% | $2,994-65.8% | $2,631-61.1% |
| Participant deferral / active EE | $2,782 | $3,972-30.0% | $4,953-43.8% | $4,212-33.9% |
| Admin fee / account holder | $15,606 | $10,091+54.7% | $11,989+30.2% | $7,344+112.5% |