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 | $114,314 | $95,266+20.0% | $82,389+38.7% | $142,382-19.7% |
| Participation rate | 39.1% | 74.5%-35.3pp | 69.5%-30.4pp | 80.1%-41.0pp |
| Annual return | 15.74% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $865 | $2,991-71.1% | $2,517-65.6% | $4,299-79.9% |
| Participant deferral / active EE | $1,459 | $4,809-69.7% | $4,155-64.9% | $6,507-77.6% |
| Admin fee / account holder | $9,105 | $8,563+6.3% | $7,231+25.9% | $12,624-27.9% |