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 | $121,346 | $68,719+76.6% | $91,541+32.6% | $84,808+43.1% |
| Participation rate | 19.5% | 64.5%-45.0pp | 69.8%-50.3pp | 68.3%-48.8pp |
| Annual return | 16.75% | 19.12%-2.4pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $832 | $1,920-56.7% | $2,505-66.8% | $2,631-68.4% |
| Participant deferral / active EE | $2,073 | $3,136-33.9% | $4,008-48.3% | $4,212-50.8% |
| Admin fee / account holder | $10,327 | $5,786+78.5% | $6,956+48.5% | $7,344+40.6% |