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 5-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 | $154,709 | $25,014+518.5% | $69,647+122.1% | $80,856+91.3% |
| Participation rate | 27.1% | 64.2%-37.2pp | 66.5%-39.4pp | 67.6%-40.6pp |
| Annual return | 18.26% | 19.07%-0.8pp | 100.48%-82.2pp | 35.59%-17.3pp |
| Employer contribution / active EE | $923 | $993-7.1% | $1,712-46.1% | $2,755-66.5% |
| Participant deferral / active EE | $1,742 | $1,839-5.3% | $2,886-39.6% | $4,296-59.5% |
| Admin fee / account holder | $2,265 | $2,488-9.0% | $4,713-51.9% | $6,918-67.3% |