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 | $162,978 | $74,927+117.5% | $101,794+60.1% | $84,808+92.2% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.2%-44.2pp | 68.3%-43.3pp |
| Annual return | 15.98% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $562 | $1,522-63.1% | $2,289-75.4% | $2,631-78.6% |
| Participant deferral / active EE | $1,886 | $3,099-39.1% | $4,084-53.8% | $4,212-55.2% |
| Admin fee / account holder | $1,851 | $6,514-71.6% | $8,777-78.9% | $7,344-74.8% |