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 | $161,731 | $83,477+93.7% | $125,175+29.2% | $72,985+121.6% |
| Participation rate | 46.7% | 73.3%-26.6pp | 79.8%-33.1pp | 69.5%-22.8pp |
| Annual return | 21.75% | 25.78%-4.0pp | 43.79%-22.0pp | 81.00%-59.3pp |
| Employer contribution / active EE | $860 | $2,345-63.3% | $3,865-77.7% | $2,440-64.7% |
| Participant deferral / active EE | $2,338 | $3,585-34.8% | $4,937-52.6% | $3,607-35.2% |
| Admin fee / account holder | $4,173 | $5,517-24.4% | $9,702-57.0% | $5,124-18.6% |