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 | $135,376 | $78,926+71.5% | $136,749-1.0% | $84,808+59.6% |
| Participation rate | 22.2% | 62.2%-40.0pp | 72.1%-49.9pp | 68.3%-46.1pp |
| Annual return | 18.93% | 18.17%+0.8pp | 24.33%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $624 | $2,134-70.8% | $3,400-81.7% | $2,631-76.3% |
| Participant deferral / active EE | $1,810 | $3,168-42.9% | $4,692-61.4% | $4,212-57.0% |
| Admin fee / account holder | $4,512 | $6,369-29.2% | $11,386-60.4% | $7,344-38.6% |