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 | $102,696 | $60,022+71.1% | $88,946+15.5% | $84,808+21.1% |
| Participation rate | 35.1% | 57.8%-22.7pp | 68.8%-33.7pp | 68.3%-33.2pp |
| Annual return | 14.12% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $825 | $1,703-51.6% | $2,555-67.7% | $2,631-68.7% |
| Participant deferral / active EE | $1,636 | $3,114-47.5% | $4,581-64.3% | $4,212-61.2% |
| Admin fee / account holder | $1,249 | $4,811-74.0% | $8,261-84.9% | $7,344-83.0% |