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 | $105,855 | $95,803+10.5% | $113,168-6.5% | $84,808+24.8% |
| Participation rate | 26.0% | 72.9%-46.9pp | 76.6%-50.6pp | 68.3%-42.3pp |
| Annual return | 18.29% | 25.00%-6.7pp | 24.27%-6.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $728 | $2,360-69.2% | $2,975-75.5% | $2,631-72.3% |
| Participant deferral / active EE | $2,668 | $4,242-37.1% | $5,107-47.8% | $4,212-36.6% |
| Admin fee / account holder | $3,923 | $8,989-56.4% | $12,068-67.5% | $7,344-46.6% |