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 | $109,438 | $78,705+39.0% | $117,854-7.1% | $70,131+56.0% |
| Participation rate | 60.5% | 73.2%-12.7pp | 79.7%-19.1pp | 69.5%-9.0pp |
| Annual return | 15.40% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $992 | $2,223-55.4% | $3,786-73.8% | $2,342-57.7% |
| Participant deferral / active EE | $2,686 | $3,297-18.6% | $4,482-40.1% | $3,332-19.4% |
| Admin fee / account holder | $4,765 | $5,065-5.9% | $8,020-40.6% | $4,645+2.6% |