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 | $81,873 | $103,376-20.8% | $87,100-6.0% | $152,861-46.4% |
| Participation rate | 17.6% | 79.3%-61.7pp | 76.9%-59.2pp | 82.4%-64.8pp |
| Annual return | 15.79% | 28.10%-12.3pp | 28.19%-12.4pp | 345.32%-329.5pp |
| Employer contribution / active EE | $846 | $3,220-73.7% | $2,521-66.5% | $4,762-82.2% |
| Participant deferral / active EE | $2,975 | $4,778-37.7% | $4,049-26.5% | $5,850-49.1% |
| Admin fee / account holder | $1,109 | $12,205-90.9% | $7,497-85.2% | $11,596-90.4% |