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 7-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 | $147,349 | $71,050+107.4% | $93,606+57.4% | $80,856+82.2% |
| Participation rate | 36.7% | 60.4%-23.7pp | 68.7%-32.0pp | 67.6%-30.9pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $666 | $1,564-57.4% | $2,420-72.5% | $2,755-75.8% |
| Participant deferral / active EE | $2,304 | $4,034-42.9% | $4,411-47.8% | $4,296-46.4% |
| Admin fee / account holder | $663 | $6,945-90.5% | $8,285-92.0% | $6,918-90.4% |