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 | $137,470 | $68,719+100.0% | $91,541+50.2% | $84,808+62.1% |
| Participation rate | 40.5% | 64.5%-24.0pp | 69.8%-29.3pp | 68.3%-27.8pp |
| Annual return | 14.46% | 19.12%-4.7pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $833 | $1,920-56.6% | $2,505-66.7% | $2,631-68.3% |
| Participant deferral / active EE | $5,471 | $3,136+74.5% | $4,008+36.5% | $4,212+29.9% |
| Admin fee / account holder | $4,550 | $5,786-21.4% | $6,956-34.6% | $7,344-38.0% |