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 | $127,344 | $55,706+128.6% | $75,886+67.8% | $72,985+74.5% |
| Participation rate | 28.1% | 61.1%-33.0pp | 69.3%-41.2pp | 69.5%-41.4pp |
| Annual return | 19.12% | 27.59%-8.5pp | 30.76%-11.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $660 | $1,687-60.9% | $2,500-73.6% | $2,440-72.9% |
| Participant deferral / active EE | $1,026 | $2,634-61.1% | $3,603-71.5% | $3,607-71.6% |
| Admin fee / account holder | $24,848 | $3,978+524.6% | $5,418+358.6% | $5,124+384.9% |