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 | $125,771 | $65,041+93.4% | $90,951+38.3% | $79,858+57.5% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 16.18% | 30.45%-14.3pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $266 | $1,247-78.7% | $2,122-87.5% | $2,471-89.2% |
| Participant deferral / active EE | $1,892 | $2,512-24.7% | $3,373-43.9% | $3,740-49.4% |
| Admin fee / account holder | $6,177 | $4,536+36.2% | $5,959+3.7% | $5,306+16.4% |