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 | $147,389 | $78,672+87.3% | $109,143+35.0% | $85,850+71.7% |
| Participation rate | 60.7% | 68.3%-7.6pp | 75.9%-15.2pp | 69.3%-8.6pp |
| Annual return | 23.10% | 25.09%-2.0pp | 25.75%-2.7pp | 318.53%-295.4pp |
| Employer contribution / active EE | $763 | $2,735-72.1% | $3,722-79.5% | $2,565-70.3% |
| Participant deferral / active EE | $4,090 | $3,467+18.0% | $4,653-12.1% | $3,952+3.5% |
| Admin fee / account holder | $25,787 | $5,469+371.5% | $6,752+281.9% | $6,260+311.9% |