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 | $143,766 | $72,277+98.9% | $101,248+42.0% | $79,858+80.0% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 20.65% | 22.30%-1.6pp | 46.47%-25.8pp | 31.71%-11.1pp |
| Employer contribution / active EE | $651 | $2,692-75.8% | $3,660-82.2% | $2,471-73.7% |
| Participant deferral / active EE | $1,750 | $3,282-46.7% | $4,370-59.9% | $3,740-53.2% |
| Admin fee / account holder | $1,110 | $4,400-74.8% | $5,945-81.3% | $5,306-79.1% |