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 | $101,310 | $78,422+29.2% | $95,952+5.6% | $79,858+26.9% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 18.19% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $796 | $1,945-59.1% | $2,541-68.7% | $2,471-67.8% |
| Participant deferral / active EE | $2,363 | $3,440-31.3% | $4,167-43.3% | $3,740-36.8% |
| Admin fee / account holder | $2,511 | $5,622-55.3% | $6,795-63.0% | $5,306-52.7% |