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 | $81,612 | $55,371+47.4% | $95,585-14.6% | $74,304+9.8% |
| Participation rate | 30.2% | 53.8%-23.7pp | 72.1%-41.9pp | 60.3%-30.2pp |
| Annual return | 14.01% | 24.26%-10.2pp | 38.56%-24.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $476 | $1,437-66.9% | $2,527-81.2% | $2,241-78.8% |
| Participant deferral / active EE | $1,190 | $2,955-59.7% | $4,023-70.4% | $3,767-68.4% |
| Admin fee / account holder | $13,850 | $2,620+428.6% | $6,127+126.0% | $2,969+366.5% |