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 | $89,154 | $72,012+23.8% | $185,823-52.0% | $79,858+11.6% |
| Participation rate | 36.5% | 65.8%-29.2pp | 78.0%-41.5pp | 69.6%-33.1pp |
| Annual return | 22.00% | 23.12%-1.1pp | 35.95%-14.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $567 | $1,965-71.1% | $4,087-86.1% | $2,471-77.0% |
| Participant deferral / active EE | $1,667 | $3,779-55.9% | $5,632-70.4% | $3,740-55.4% |
| Admin fee / account holder | $1,167 | $4,513-74.1% | $9,500-87.7% | $5,306-78.0% |