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 | $89,228 | $104,974-15.0% | $95,585-6.7% | $142,382-37.3% |
| Participation rate | 43.8% | 75.0%-31.2pp | 72.1%-28.3pp | 80.1%-36.4pp |
| Annual return | 15.20% | 210.33%-195.1pp | 38.56%-23.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $695 | $2,779-75.0% | $2,527-72.5% | $4,299-83.8% |
| Participant deferral / active EE | $2,279 | $4,352-47.6% | $4,023-43.3% | $6,507-65.0% |
| Admin fee / account holder | $1,487 | $6,386-76.7% | $6,127-75.7% | $12,624-88.2% |