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 | $123,272 | $177,572-30.6% | $154,803-20.4% | $142,382-13.4% |
| Participation rate | 23.5% | 82.1%-58.5pp | 78.1%-54.5pp | 80.1%-56.6pp |
| Annual return | 17.58% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $996 | $4,810-79.3% | $4,305-76.9% | $4,299-76.8% |
| Participant deferral / active EE | $2,293 | $6,272-63.4% | $5,540-58.6% | $6,507-64.8% |
| Admin fee / account holder | $516 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |