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 | $100,912 | $192,717-47.6% | $142,449-29.2% | $139,434-27.6% |
| Participation rate | 62.5% | 81.5%-19.0pp | 76.8%-14.3pp | 80.3%-17.8pp |
| Annual return | 16.16% | 17.99%-1.8pp | 19.99%-3.8pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,836 | $5,806-33.9% | $4,847-20.9% | $4,751-19.2% |
| Participant deferral / active EE | $6,166 | $7,208-14.5% | $6,283-1.9% | $6,710-8.1% |
| Admin fee / account holder | $2,572 | $15,124-83.0% | $10,011-74.3% | $11,403-77.4% |