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 | $131,124 | $94,625+38.6% | $116,228+12.8% | $84,808+54.6% |
| Participation rate | 56.3% | 70.4%-14.2pp | 74.6%-18.3pp | 68.3%-12.1pp |
| Annual return | 12.32% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.6pp |
| Employer contribution / active EE | $718 | $2,347-69.4% | $2,994-76.0% | $2,631-72.7% |
| Participant deferral / active EE | $2,314 | $3,972-41.7% | $4,953-53.3% | $4,212-45.1% |
| Admin fee / account holder | $1,928 | $10,091-80.9% | $11,989-83.9% | $7,344-73.7% |