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 | $95,676 | $86,944+10.0% | $107,525-11.0% | $74,304+28.8% |
| Participation rate | 25.1% | 59.6%-34.4pp | 75.1%-49.9pp | 60.3%-35.2pp |
| Annual return | 16.69% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $748 | $2,757-72.9% | $3,754-80.1% | $2,241-66.6% |
| Participant deferral / active EE | $2,384 | $3,554-32.9% | $5,116-53.4% | $3,767-36.7% |
| Admin fee / account holder | $4,703 | $3,727+26.2% | $8,919-47.3% | $2,969+58.4% |