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 | $152,271 | $81,460+86.9% | $103,333+47.4% | $80,856+88.3% |
| Participation rate | 36.8% | 66.8%-30.0pp | 74.5%-37.7pp | 67.6%-30.8pp |
| Annual return | 13.11% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $942 | $3,105-69.7% | $3,868-75.6% | $2,755-65.8% |
| Participant deferral / active EE | $2,439 | $3,869-37.0% | $5,057-51.8% | $4,296-43.2% |
| Admin fee / account holder | $11,991 | $6,566+82.6% | $8,355+43.5% | $6,918+73.3% |