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 | $138,703 | $95,266+45.6% | $82,389+68.4% | $142,382-2.6% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.5%-14.0pp | 80.1%-24.6pp |
| Annual return | 19.12% | 25.74%-6.6pp | 28.67%-9.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $976 | $2,991-67.4% | $2,517-61.2% | $4,299-77.3% |
| Participant deferral / active EE | $3,886 | $4,809-19.2% | $4,155-6.5% | $6,507-40.3% |
| Admin fee / account holder | $498 | $8,563-94.2% | $7,231-93.1% | $12,624-96.1% |