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 | $144,540 | $68,719+110.3% | $91,541+57.9% | $84,808+70.4% |
| Participation rate | 67.9% | 64.5%+3.4pp | 69.8%-1.9pp | 68.3%-0.5pp |
| Annual return | 14.35% | 19.12%-4.8pp | 20.50%-6.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $639 | $1,920-66.7% | $2,505-74.5% | $2,631-75.7% |
| Participant deferral / active EE | $1,839 | $3,136-41.4% | $4,008-54.1% | $4,212-56.3% |
| Admin fee / account holder | $1,690 | $5,786-70.8% | $6,956-75.7% | $7,344-77.0% |