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 | $152,226 | $91,552+66.3% | $133,956+13.6% | $79,858+90.6% |
| Participation rate | 32.4% | 73.3%-40.9pp | 79.8%-47.4pp | 69.6%-37.2pp |
| Annual return | 12.95% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $794 | $2,384-66.7% | $3,919-79.7% | $2,471-67.9% |
| Participant deferral / active EE | $2,800 | $3,733-25.0% | $5,048-44.5% | $3,740-25.1% |
| Admin fee / account holder | $1,670 | $6,321-73.6% | $8,927-81.3% | $5,306-68.5% |