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 | $117,559 | $65,395+79.8% | $182,532-35.6% | $72,985+61.1% |
| Participation rate | 37.5% | 65.4%-27.9pp | 78.0%-40.5pp | 69.5%-32.0pp |
| Annual return | 25.83% | 27.68%-1.9pp | 148.54%-122.7pp | 81.00%-55.2pp |
| Employer contribution / active EE | $893 | $1,911-53.3% | $4,076-78.1% | $2,440-63.4% |
| Participant deferral / active EE | $1,903 | $3,563-46.6% | $5,524-65.6% | $3,607-47.3% |
| Admin fee / account holder | $376 | $4,245-91.2% | $8,592-95.6% | $5,124-92.7% |