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 | $108,909 | $179,726-39.4% | $156,263-30.3% | $142,382-23.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 10.35% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,195 | $5,069-76.4% | $4,333-72.4% | $4,299-72.2% |
| Participant deferral / active EE | $4,233 | $6,956-39.1% | $6,158-31.3% | $6,507-34.9% |
| Admin fee / account holder | $1,390 | $17,272-92.0% | $14,255-90.3% | $12,624-89.0% |