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 | $91,808 | $179,726-48.9% | $156,263-41.2% | $142,382-35.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 10.55% | 77.86%-67.3pp | 59.47%-48.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,100 | $5,069-78.3% | $4,333-74.6% | $4,299-74.4% |
| Participant deferral / active EE | $3,460 | $6,956-50.3% | $6,158-43.8% | $6,507-46.8% |
| Admin fee / account holder | $5,797 | $17,272-66.4% | $14,255-59.3% | $12,624-54.1% |