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 | $153,762 | $51,175+200.5% | $70,515+118.1% | $75,163+104.6% |
| Participation rate | 43.8% | 60.9%-17.2pp | 68.3%-24.6pp | 67.2%-23.4pp |
| Annual return | 18.96% | 30.02%-11.1pp | 32.77%-13.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $553 | $1,826-69.7% | $2,973-81.4% | $2,670-79.3% |
| Participant deferral / active EE | $3,303 | $2,849+15.9% | $4,567-27.7% | $4,125-19.9% |
| Admin fee / account holder | $4,658 | $4,091+13.9% | $6,412-27.4% | $5,651-17.6% |