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 | $93,999 | $159,602-41.1% | $150,045-37.4% | $142,382-34.0% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.3%-44.2pp | 80.1%-42.0pp |
| Annual return | 15.91% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,084 | $4,961-78.1% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $4,241 | $8,310-49.0% | $7,997-47.0% | $6,507-34.8% |
| Admin fee / account holder | $9,575 | $14,846-35.5% | $13,435-28.7% | $12,624-24.2% |