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 | $114,065 | $163,101-30.1% | $136,749-16.6% | $142,382-19.9% |
| Participation rate | 52.6% | 78.2%-25.6pp | 72.1%-19.5pp | 80.1%-27.5pp |
| Annual return | 10.12% | 27.54%-17.4pp | 24.33%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,871 | $4,117-54.6% | $3,400-45.0% | $4,299-56.5% |
| Participant deferral / active EE | $3,220 | $5,585-42.3% | $4,692-31.4% | $6,507-50.5% |
| Admin fee / account holder | $2,646 | $14,318-81.5% | $11,386-76.8% | $12,624-79.0% |