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 | $105,480 | $117,983-10.6% | $101,794+3.6% | $142,382-25.9% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.2%-7.6pp | 80.1%-18.6pp |
| Annual return | 15.24% | 36.92%-21.7pp | 30.53%-15.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $725 | $2,773-73.8% | $2,289-68.3% | $4,299-83.1% |
| Participant deferral / active EE | $2,257 | $4,714-52.1% | $4,084-44.7% | $6,507-65.3% |
| Admin fee / account holder | $3,595 | $10,433-65.5% | $8,777-59.0% | $12,624-71.5% |