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 | $169,503 | $115,882+46.3% | $100,516+68.6% | $158,922+6.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 16.63% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $546 | $4,103-86.7% | $3,418-84.0% | $4,761-88.5% |
| Participant deferral / active EE | $2,731 | $6,674-59.1% | $6,270-56.4% | $5,982-54.4% |
| Admin fee / account holder | $1,193 | $10,995-89.2% | $8,081-85.2% | $11,246-89.4% |