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 | $132,535 | $201,272-34.2% | $184,203-28.0% | $145,922-9.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 10.00% | 29.00%-19.0pp | 28.81%-18.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,571 | $7,022-49.1% | $6,427-44.4% | $4,660-23.4% |
| Participant deferral / active EE | $8,651 | $9,806-11.8% | $9,131-5.3% | $6,688+29.4% |
| Admin fee / account holder | $694 | $16,364-95.8% | $13,901-95.0% | $13,397-94.8% |