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 | $95,748 | $148,534-35.5% | $135,903-29.5% | $139,434-31.3% |
| Participation rate | 38.9% | 83.9%-45.0pp | 81.9%-43.0pp | 80.3%-41.4pp |
| Annual return | 21.14% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,915 | $5,243-63.5% | $4,856-60.6% | $4,751-59.7% |
| Participant deferral / active EE | $2,838 | $8,100-65.0% | $7,758-63.4% | $6,710-57.7% |
| Admin fee / account holder | $1,609 | $12,400-87.0% | $10,762-85.0% | $11,403-85.9% |