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 7-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 | $93,448 | $100,773-7.3% | $88,946+5.1% | $142,382-34.4% |
| Participation rate | 13.3% | 74.3%-61.0pp | 68.8%-55.5pp | 80.1%-66.8pp |
| Annual return | 15.51% | 70.18%-54.7pp | 57.82%-42.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $554 | $2,918-81.0% | $2,555-78.3% | $4,299-87.1% |
| Participant deferral / active EE | $2,935 | $5,230-43.9% | $4,581-35.9% | $6,507-54.9% |
| Admin fee / account holder | $3,569 | $9,693-63.2% | $8,261-56.8% | $12,624-71.7% |