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 | $100,432 | $64,480+55.8% | $81,382+23.4% | $80,856+24.2% |
| Participation rate | 8.0% | 63.9%-55.9pp | 69.5%-61.5pp | 67.6%-59.6pp |
| Annual return | 11.04% | 16.34%-5.3pp | 24.73%-13.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $763 | $1,978-61.4% | $2,463-69.0% | $2,755-72.3% |
| Participant deferral / active EE | $1,583 | $3,094-48.8% | $3,883-59.2% | $4,296-63.1% |
| Admin fee / account holder | $1,891 | $5,671-66.7% | $5,768-67.2% | $6,918-72.7% |