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 | $100,152 | $81,208+23.3% | $98,907+1.3% | $79,858+25.4% |
| Participation rate | 61.3% | 72.5%-11.2pp | 76.0%-14.7pp | 69.6%-8.3pp |
| Annual return | 13.31% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,376 | $1,960-29.8% | $2,689-48.8% | $2,471-44.3% |
| Participant deferral / active EE | $2,816 | $3,265-13.7% | $4,244-33.6% | $3,740-24.7% |
| Admin fee / account holder | $2,120 | $6,013-64.7% | $6,642-68.1% | $5,306-60.0% |