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 | $106,042 | $181,894-41.7% | $156,549-32.3% | $273,961-61.3% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 12.15% | 30.74%-18.6pp | 32.23%-20.1pp | 41.45%-29.3pp |
| Employer contribution / active EE | $1,659 | $6,248-73.4% | $5,501-69.8% | $4,869-65.9% |
| Participant deferral / active EE | $3,114 | $5,550-43.9% | $4,871-36.1% | $5,287-41.1% |
| Admin fee / account holder | $2,444 | $15,559-84.3% | $13,027-81.2% | $10,132-75.9% |