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 | $123,042 | $60,349+103.9% | $74,183+65.9% | $62,891+95.6% |
| Participation rate | 67.9% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.4pp |
| Annual return | 6.02% | 21.37%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $908 | $1,680-46.0% | $2,370-61.7% | $2,281-60.2% |
| Participant deferral / active EE | $3,333 | $2,856+16.7% | $3,550-6.1% | $3,203+4.1% |
| Admin fee / account holder | $7,250 | $4,261+70.1% | $5,586+29.8% | $4,296+68.8% |