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 | $109,513 | $114,237-4.1% | $119,258-8.2% | $167,490-34.6% |
| Participation rate | 53.3% | 83.7%-30.4pp | 82.7%-29.4pp | 82.1%-28.8pp |
| Annual return | 12.16% | 29.87%-17.7pp | 30.69%-18.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,829 | $4,481-59.2% | $4,384-58.3% | $4,837-62.2% |
| Participant deferral / active EE | $3,173 | $6,084-47.9% | $6,111-48.1% | $6,341-50.0% |
| Admin fee / account holder | $1,414 | $8,932-84.2% | $7,226-80.4% | $12,309-88.5% |