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 | $164,744 | $87,013+89.3% | $106,213+55.1% | $80,856+103.7% |
| Participation rate | 41.5% | 70.4%-29.0pp | 75.3%-33.8pp | 67.6%-26.2pp |
| Annual return | 19.90% | 17.05%+2.8pp | 116.14%-96.2pp | 35.59%-15.7pp |
| Employer contribution / active EE | $821 | $2,395-65.7% | $3,171-74.1% | $2,755-70.2% |
| Participant deferral / active EE | $3,156 | $3,986-20.8% | $5,016-37.1% | $4,296-26.5% |
| Admin fee / account holder | $3,370 | $8,431-60.0% | $11,033-69.5% | $6,918-51.3% |