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 | $101,650 | $117,983-13.8% | $101,794-0.1% | $142,382-28.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 18.37% | 36.92%-18.5pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $546 | $2,773-80.3% | $2,289-76.1% | $4,299-87.3% |
| Participant deferral / active EE | $3,526 | $4,714-25.2% | $4,084-13.7% | $6,507-45.8% |
| Admin fee / account holder | $1,321 | $10,433-87.3% | $8,777-85.0% | $12,624-89.5% |