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 | $85,605 | $65,561+30.6% | $86,188-0.7% | $75,163+13.9% |
| Participation rate | 44.8% | 60.5%-15.7pp | 69.0%-24.2pp | 67.2%-22.4pp |
| Annual return | 16.60% | 46.05%-29.5pp | 1168.45%-1151.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $967 | $1,553-37.7% | $2,380-59.4% | $2,670-63.8% |
| Participant deferral / active EE | $2,023 | $3,024-33.1% | $3,985-49.2% | $4,125-51.0% |
| Admin fee / account holder | $1,286 | $5,474-76.5% | $6,852-81.2% | $5,651-77.2% |