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 | $140,621 | $113,339+24.1% | $94,993+48.0% | $147,584-4.7% |
| Participation rate | 27.8% | 78.0%-50.2pp | 73.9%-46.1pp | 82.8%-55.1pp |
| Annual return | 14.25% | 20.77%-6.5pp | 27.12%-12.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $576 | $3,160-81.8% | $2,603-77.9% | $4,876-88.2% |
| Participant deferral / active EE | $1,620 | $3,777-57.1% | $3,317-51.2% | $5,439-70.2% |
| Admin fee / account holder | $1,393 | $6,063-77.0% | $4,960-71.9% | $10,885-87.2% |