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 | $115,365 | $116,175-0.7% | $93,606+23.2% | $152,861-24.5% |
| Participation rate | 61.9% | 78.0%-16.1pp | 75.8%-13.9pp | 82.4%-20.5pp |
| Annual return | 22.55% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,644 | $3,218-48.9% | $2,718-39.5% | $4,762-65.5% |
| Participant deferral / active EE | $3,002 | $4,603-34.8% | $4,069-26.2% | $5,850-48.7% |
| Admin fee / account holder | $786 | $10,748-92.7% | $7,888-90.0% | $11,596-93.2% |