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 | $126,129 | $107,452+17.4% | $91,541+37.8% | $142,382-11.4% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 15.63% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $491 | $2,994-83.6% | $2,505-80.4% | $4,299-88.6% |
| Participant deferral / active EE | $2,106 | $4,754-55.7% | $4,008-47.5% | $6,507-67.6% |
| Admin fee / account holder | $2,273 | $8,834-74.3% | $6,956-67.3% | $12,624-82.0% |