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 | $111,672 | $163,101-31.5% | $136,749-18.3% | $142,382-21.6% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 17.27% | 27.54%-10.3pp | 24.33%-7.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $884 | $4,117-78.5% | $3,400-74.0% | $4,299-79.4% |
| Participant deferral / active EE | $2,131 | $5,585-61.8% | $4,692-54.6% | $6,507-67.2% |
| Admin fee / account holder | $382 | $14,318-97.3% | $11,386-96.6% | $12,624-97.0% |