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 | $96,994 | $60,892+59.3% | $82,389+17.7% | $84,808+14.4% |
| Participation rate | 47.1% | 63.3%-16.2pp | 69.5%-22.5pp | 68.3%-21.3pp |
| Annual return | 19.84% | 37.29%-17.5pp | 28.67%-8.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $750 | $1,779-57.9% | $2,517-70.2% | $2,631-71.5% |
| Participant deferral / active EE | $2,058 | $3,179-35.3% | $4,155-50.5% | $4,212-51.1% |
| Admin fee / account holder | $1,084 | $5,467-80.2% | $7,231-85.0% | $7,344-85.2% |