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 | $143,970 | $63,764+125.8% | $81,930+75.7% | $79,858+80.3% |
| Participation rate | 45.7% | 67.5%-21.8pp | 72.0%-26.3pp | 69.6%-23.9pp |
| Annual return | 25.97% | 22.66%+3.3pp | 29.49%-3.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $935 | $1,795-47.9% | $4,310-78.3% | $2,471-62.2% |
| Participant deferral / active EE | $1,827 | $2,780-34.3% | $7,107-74.3% | $3,740-51.2% |
| Admin fee / account holder | $3,586 | $4,426-19.0% | $5,158-30.5% | $5,306-32.4% |