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 | $106,179 | $91,552+16.0% | $133,956-20.7% | $79,858+33.0% |
| Participation rate | 40.4% | 73.3%-32.9pp | 79.8%-39.4pp | 69.6%-29.2pp |
| Annual return | 10.91% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $773 | $2,384-67.6% | $3,919-80.3% | $2,471-68.7% |
| Participant deferral / active EE | $1,926 | $3,733-48.4% | $5,048-61.8% | $3,740-48.5% |
| Admin fee / account holder | $1,613 | $6,321-74.5% | $8,927-81.9% | $5,306-69.6% |