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 | $114,490 | $117,983-3.0% | $101,794+12.5% | $142,382-19.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 11.26% | 36.92%-25.7pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $755 | $2,773-72.8% | $2,289-67.0% | $4,299-82.4% |
| Participant deferral / active EE | $2,262 | $4,714-52.0% | $4,084-44.6% | $6,507-65.2% |
| Admin fee / account holder | $565 | $10,433-94.6% | $8,777-93.6% | $12,624-95.5% |