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 | $164,099 | $86,929+88.8% | $102,423+60.2% | $80,856+103.0% |
| Participation rate | 40.7% | 72.4%-31.6pp | 76.5%-35.7pp | 67.6%-26.9pp |
| Annual return | 14.04% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,858 | $2,369-21.6% | $3,023-38.5% | $2,755-32.6% |
| Participant deferral / active EE | $3,250 | $4,118-21.1% | $5,053-35.7% | $4,296-24.3% |
| Admin fee / account holder | $15,784 | $8,049+96.1% | $9,451+67.0% | $6,918+128.2% |