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 | $98,588 | $56,110+75.7% | $94,993+3.8% | $70,131+40.6% |
| Participation rate | 34.8% | 65.0%-30.2pp | 73.9%-39.1pp | 69.5%-34.8pp |
| Annual return | 17.13% | 51.02%-33.9pp | 27.12%-10.0pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,825 | $2,391-23.7% | $3,317-45.0% | $3,332-45.2% |
| Admin fee / account holder | $3,292 | $3,456-4.8% | $4,960-33.6% | $4,645-29.1% |