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 | $118,692 | $60,022+97.7% | $88,946+33.4% | $84,808+40.0% |
| Participation rate | 27.3% | 57.8%-30.6pp | 68.8%-41.6pp | 68.3%-41.0pp |
| Annual return | 18.32% | 22.43%-4.1pp | 57.82%-39.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $650 | $1,703-61.8% | $2,555-74.6% | $2,631-75.3% |
| Participant deferral / active EE | $1,293 | $3,114-58.5% | $4,581-71.8% | $4,212-69.3% |
| Admin fee / account holder | $1,686 | $4,811-65.0% | $8,261-79.6% | $7,344-77.0% |